# MATT MONTGOMERY

MATT MONTGOMERY of JACKSONVILLE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114181
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114181/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114181/similar
- Related entities: https://search.stillhousedata.com/firm/114181/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114181

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.