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Montgomery Capital Advisers files as an exempt reporting adviser (Plano, TX)
New exempt reporting adviser · CRD 339529 · 802-137410 · effective 2026-08-31
Effective 2026-08-31. Advises private funds. Limited Liability Company (TX).
Advises private funds
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
Registration history
- 2026-08-31 — New exempt reporting adviser
- 2026-08-31 — New state-registered adviser