# Montague Guild,Jr.

> Montague Guild,Jr. is a fee-only financial advisor at Guild Investment Management in Westlake Village, California. Guild Investment Management reports charging a percentage of assets and a subscription on its Form ADV.

Page: https://find.wellspent.co/advisors/montague-guild-jr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Guild Investment Management
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets; Subscription
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $185.2M across 211 accounts
- **CRD:** 4362959 (https://adviserinfo.sec.gov/individual/summary/4362959)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.guildinvestment.com

## Frequently asked questions

### Is Montague Guild,Jr. a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Montague holds no broker registration, and Guild Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Montague charge for financial advice?

Montague's firm, Guild Investment Management, reports charging a percentage of assets and a subscription on its SEC Form ADV.

### Where is Montague Guild,Jr. based?

Montague Guild,Jr. is based in Westlake Village, California.

### Is Montague Guild,Jr. registered with the SEC?

Yes. Montague Guild,Jr. is registered as an investment adviser representative in CA and TX (CRD 4362959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Guild Investment Management manage?

Guild Investment Management reports $185.2M across 211 accounts in assets under management.

### How do I contact Montague Guild,Jr.?

Through Montague's website, www.guildinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4362959): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://guildinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.