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Virginia Craig

Director at Montgomery Investment Management

Firm officerUpdated

Virginia Craig has been Director of Montgomery Investment Management Inc, a Rockville, MD investment adviser managing $490M, since November 1987.

38
Years in role
$490M
Firm AUM
108
Firm clients
2
Firm advisers

From Form ADV filed 20 February 2026Form ADV

Career

Virginia Craig is not listed as a control person, but directly owns under 5% of Montgomery Investment Management.

Montgomery Investment Management is an investment adviser based in Rockville, MD, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $490 million, as filed on 20 February 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
1473341
Role
Director
In role since
November 1987 · 38 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Rockville, MD
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Virginia Craig work?

Virginia Craig has been Director of Montgomery Investment Management Inc since November 1987.

Source: Form ADV, Schedule A, filed 20 February 2026

How can I verify Virginia Craig’s record?

Virginia Craig’s role is listed on Montgomery Investment Management Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105417.

Source: Form ADV, Schedule A, filed 20 February 2026

Leadership at Montgomery Investment Management

Sources

  1. IAPD individual lookup, CRD 1473341, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Montgomery Investment Management Inc, filed 20 February 2026. Title, control and ownership bands.