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108 clients and manages $490 million for them, as of February 2026. 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The fee is billed in advance.","source":"MIM 2025 BROCHURE, filed 20 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Montgomery Investment Management use?","answer":"Montgomery Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $349M and Bank of America (Dallas, TX), with $141M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Montgomery Investment Management have?","answer":"Montgomery Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Montgomery Investment Management invest in?","answer":"At the end of its last fiscal year, Montgomery Investment Management’s separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Montgomery Investment Management?","answer":"Montgomery Investment Management’s direct owners are Calvin Koonce (75% or more), Franklin Koonce (5% to 10%) and Martin Oppenheimer (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Montgomery Investment Management get paid?","answer":"Montgomery Investment Management is paid through a percentage of assets under management. 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