Anthony Montano
Rosman Asset Management · The Woodlands, Texas
Anthony Montano is a fee-only financial advisor at Rosman Asset Management in The Woodlands, Texas. Rosman Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rosman Asset Management |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $78M across 170 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1437846 |
| Exams passed | Series 63 (2010) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rosmanasset.com |
How Anthony's firm compares
- Rosman Asset Management's average account is about $459,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Anthony
Is Anthony Montano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Rosman Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Rosman Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Anthony Montano based?
Anthony Montano is based in The Woodlands, Texas.
Is Anthony Montano registered with the SEC?
Yes. Anthony Montano is registered as an investment adviser representative in TX (CRD 1437846), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rosman Asset Management manage?
Rosman Asset Management reports $78M across 170 accounts in assets under management.
How do I contact Anthony Montano?
Through Anthony's website, www.rosmanasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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