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JM

John N. Montgomery

BRIDGEWAY CAPITAL MANAGEMENT
HOUSTON, TX 77046
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CRD#: 2393290
JM

Professional summary


John Noland Ryan Montgomery is a registered financial advisor currently at BRIDGEWAY CAPITAL MANAGEMENT, LLC located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 3 firms and has passed the Series 63, SIE, Series 6, Series 2 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bridgeway Capital Management, LLC; Investment Related; Investment Management; Houston, TX; 7/1993; Founder, President, CEO, and Portfolio Manager; Promoting Funds; 300 Hrs./Mo.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Noland Ryan Montgomery's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 19, 1997 - Present

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Office #1: 20 Greenway Plaza Suite 450, Houston, TX 77046
RIA
CRD#: 111441
HOUSTON, TX
Past

March 25, 2004 - July 12, 2010

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
HOUSTON, TX
Past

July 27, 1994 - November 24, 1998

BRIDGEWAY CAPITAL MANAGEMENT, INC.

BD
CRD#: 34870

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/19/1997)

Exams


State Security Law Exam
RR
Series 63
Date: 3/28/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 9/1/1993
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)
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Contact information


Main Address
20 Greenway Plaza Ste 930, Houston, TX 77046
Mailing Address
Phone number
(713) 661-3500
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEWAY CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (7/3/2025)

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 4,028,080,229

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441Houston, TX 77046

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