New investment advisers in Montana
Adviser registrations that became effective in the last 45 days for firms whose main office is in Montana: SEC-registered, SEC 120-day, exempt reporting and state-registered. Scored for compliance consultants, custodians, archiving, cyber, E&O and RIA software.
New exempt reporting adviser · 141New SEC-registered adviser · 90New SEC adviser (120-day rule) · 88New state-registered adviser · 302
2 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 35 | 2026-09-24 | IB WEALTH MANAGEMENT CRD 342668 | New state-registered adviser | Havre, MT | 5 | — | No website listed | subscribers | IAPD |
| 32 | 2026-09-15 | HIGH COUNTRY STEWARDSHIP CRD 344104 | New state-registered adviser | Bozeman, MT | 1 | $0 | No RAUM yetNo website listed | subscribers | IAPD |
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One week delayed, headline and summary only, no card. It exists so you can judge the scoring before paying.