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| Montgomery Investment Management Inc
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|---|---|
| CRD # | 105417 |
| SEC # | 801-30150 |
| CIK # | 0001272544 |
| AUM | 490.0 M (2026-02-20) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-897-9700 |
| Address | 6229 Executive Blvd Rockville, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Rentals Inc /DE | 38.6 | ||
| VSE Corp | 27.9 | ||
| Deere & Co | 16.0 | ||
| BB&T Corp | 15.8 | ||
| Caterpillar Inc | 15.3 | ||
| Apple Inc | 14.2 | ||
| International Business Machines Corp | 10.5 | ||
| Conocophillips | 9.7 | ||
| NVR Inc | 9.0 | ||
| Diamondback Energy Inc | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 107 | 487.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 490.0 |
| By Discretionary | ||
| Discretionary | 88 | 311.4 |
| Non-Discretionary | 20 | 178.6 |
| Total | 108 | 490.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.0 | |
| Total | 108 | 490.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001272544] | |
| SC 13G | [0001272544] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Montgomery Investment Management Inc | VSE Corp | [2015-02-17] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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