John
Montgomery

Bridgeway Capital Management, LLC

CRD#2393290
Investment Advisor
in Houston, TX

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About this Advisor

John Montgomery is a financial advisor based in Houston, Texas, working with Bridgeway Capital Management, LLC. John has previously held positions at Bridgeway Capital Management, LLC (formerly "Inc"), Bridgeway Capital Management, LLC, Roc Investments, LLC, and Bridgeway Investments, Inc (formerly Bcm Scorp Holdco, Inc). John has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, John is part of Bridgeway Capital Management, LLC, which operates out of Houston, Texas. The firm has 32 employees and manages assets totaling $4.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Bridgeway Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

20 Greenway Plaza Suite 450
Houston, TX 77046

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Bridgeway Capital Management, LLC Brokerage Details

Total Assets Under Management

$4,332,319,498

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

30

TX Average: 2,315
Average Account Size

$144,410,650

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

John Montgomery Work History

2023 - Present (2 years)

Bridgeway Capital Management, LLC

2022 - 2023 (1 year)

Bridgeway Capital Management, LLC

2021 - 2023 (2 years)

Roc Investments, LLC

2020 - 2023 (3 years)

Bridgeway Investments, Inc (Formerly Bcm Scorp Holdco, Inc)

2016 - 2022 (6 years)

Bridgeway Capital Management, LLC (Formerly "Inc")

2015 - 2016 (1 year)

Bridgeway Capital Management, LLC (Formerly "Inc")

2010 - 2020 (10 years)

Bridgeway Capital Management, LLC (Formerly "Inc")

2010 - 2015 (5 years)

Bridgeway Capital Management, LLC (Formerly "Inc")

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bridgeway Capital Management, LLC

John Montgomery
Houston, TX
Christine Wang
Houston, TX
Elena Khoziaeva
Houston, TX
Michael Whipple
Houston, TX

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