SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Montrose Advisors Inc
New York, NY
Montrose Advisors Incorporated, CRD 105918
Firm filing updated September 14, 2026 ·
- $670.8MAssets
- 3Advisory staff
- 30Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals24
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 24 | $141.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $29.3 million |
| Charitable organizations | Fewer than 5 clients | $1.2 million |
| Other investment advisors | Fewer than 5 clients | $499.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$670.8 million
- Accounts30
- Discretionary$135.0 million · 24 accounts
- Non-discretionary$535.8 million · 6 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Montrose Advisors Incorporated SEC-registered investment advisor. CRD 105918, SEC file 801-45235.
- Registered with the SEC as an investment advisor (status date on record: November 23, 1993).
Is Montrose Advisors Inc a fiduciary?
Short answer: Montrose Advisors Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.