Craig William Montanye
Investment adviser representative at The Coury Firm
12 yearsExperience
3 statesRegistered in
$1.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Coury FirmJun 2018 to now
- Coury Firm Asset Management LLC, d/b/a the Coury FirmJun 2018 to now
- The Coury Firm, LLC F/k/a the Coury Financial Group, LPDec 2014 to now
- Coury Investment Advisors, Inc.Dec 2014 to Jun 2018
- Fsc SecuritiesDec 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, WV).
The Coury Firm
Legal name: Coury Firm Asset Management LLC
$1.3BAssets managed
252Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5406174
- Firm CRD
- 289145