Montgomery Phair Fortenbaugh
Investment adviser representative at Waterloo Capital
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm in business
Are you Montgomery Phair Fortenbaugh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Waterloo CapitalMay 2023 to now
- Portage PartnersSep 2021 to May 2023
- Apogem CapitalAug 2019 to Jul 2021
- University of RichmondAug 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 6959773
- Firm CRD
- 133705