MATT MONTGOMERY

MATT MONTGOMERY of JACKSONVILLE, TX is an SEC-registered investment adviser (CRD 114181). Regulatory assets under management: $36.3M.

Registration

• CRD: 114181
• Type: Registered investment adviser
• Location: 1504 EAST RUSK STREET, JACKSONVILLE, TX, 75766
• Phone: 903-586-3494
• Latest filing: 2026-01-02
• Regulatory AUM: $36.3M
• Discretionary AUM: $36.3M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114181 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search