Founded in 1993, Lockhart, Morris & Montgomery, Inc. is an independent, employee-owned investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in providing customized investment management and objective financial counsel to a select group of high-net-worth individuals, families, and institutions. Their mission is to preserve and grow client capital through a disciplined investment approach and to build long-term, trusted relationships based on integrity and personalized service.

Founded in

United States