Montgomery Capital Management, LLC

Montgomery Capital Management, LLC (CRD# 126819) is a financial advisory firm headquartered in Newport News, VA. They manage $25,916,786 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Montgomery Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Jonathan C. West
CRD#: 4267280
753-b Thimble Shoals Road, Newport News, VA 23606

Jonathan West (CRD# 4267280) is an Investment Advisor Representative working at Montgomery Capital Management, LLC in Newport News, VA and has over 16 years of experience in the finance industry.

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