RIA Intel›Advisers›Maryland›MONTGOMERY BROTHERS, CAPPIELLO, LLC

MONTGOMERY BROTHERS, CAPPIELLO, LLC

Advisory

BETHESDA, MD

Data as of Mar 29, 2011 · Source: SEC Form ADV

Total AUM

$6M

1-Year AUM Growth

+1.6%

3-Year CAGR

-15.2%

Employees

0

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingNov 24, 2003

Latest FilingMar 29, 2011

🔒 Full AUM trend chart and 15 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONTGOMERY BROTHERS, CAPPIELLO, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.