AdvisorOS Directory
Claim Profile
JM

John Edward Montgomery

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia
Unclaimed Profile
1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 808621Firm CRD# 153075
01

About

John Edward Montgomery is a registered financial advisor based in RESTON, Virginia, affiliated with CAPITAL FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL FIDUCIARY ADVISORS, LLC
CAPITAL FIDUCIARY ADVISORS, LLC
AUM
$147M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 808621
Firm CRD# 153075
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RESTON?

Browse all registered financial advisors in RESTON, Virginia or claim this profile if it's yours.

Browse RESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Edward Montgomery offer?
John Edward Montgomery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are John Edward Montgomery's credentials?
John Edward Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Edward Montgomery located?
John Edward Montgomery is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does John Edward Montgomery charge for services?
John Edward Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FIDUCIARY ADVISORS, LLC?
CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile