Montgomery Financial

CRD 170024 · Ocean City, MD · $229.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170024
SEC number: 801-129508
Firm type: RIA
Assets under management: $229.8M as of Jun 17, 2026
Website: www.facebook.com/LOGIN.PHP?SKIP_API_LOGIN=1&API_KEY=966242223397117&SIGNED_NEXT=1&NEXT=HTTPS%3A%2F%2FWWW.FACEBOOK.COM%2F ↗
Phone: 410-208-1004
Address: 11718 Ocean Gateway, Ocean City, MD, 21842

Advisors at this firm

4 in our index · page 1 of 1

Nicholas Charles Chung CravenCRD 6728337 · Ocean City, MD

IA Registered
Edward Jay LofticeCRD 6151525 · Eldersburg, MD

IA Registered
Jeffrey David MontgomeryCRD 5921383 · Ocean City, MD

IA Registered
William James StrausbaughCRD 7718756 · Ocean City, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 170024 ↗ FINRA BrokerCheck record for firm CRD 170024 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.