John Montgomery
Invictus Investment Advisors · Lawton, Oklahoma
John Montgomery is a fee-only financial advisor at Invictus Investment Advisors in Lawton, Oklahoma. Invictus Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Invictus Investment Advisors |
|---|---|
| Based in | Lawton, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $100K across 30 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6193684 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about John
Is John Montgomery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Invictus Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Invictus Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Montgomery based?
John Montgomery is based in Lawton, Oklahoma.
Is John Montgomery registered with the SEC?
Yes. John Montgomery is registered as an investment adviser representative in OK (CRD 6193684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invictus Investment Advisors manage?
Invictus Investment Advisors reports $100K across 30 accounts in assets under management.
How do I contact John Montgomery?
Contact details aren't on file yet. Search for Invictus Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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