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Montis & Exley Asset Management, LLC (Savannah)


Montis & Exley Asset Management, LLC is a large advisory firm based in Savannah. It manages $30.39 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.

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Montis & Exley Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Montis & Exley Asset Management: assets under management

The assets under management (AUM) of Montis & Exley Asset Management, LLC is $30.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.19 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montis & Exley Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kile Eugene Lewis Owner, co-ceo 1 Mar 2008 50% - 75% 2606798
Theodore Michael Jenkin Owner, co-ceo 1 Mar 2008 50% - 75% 2169338

Based in Savannah

The principal office where Montis & Exley Asset Management, LLC performs its advisory services is located at 315 Commercial Drive,Suite B 4, Savannah, GA 31406, which is also the mailing address of the firm. An additional office of the firm is in Alpharetta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 912-354-8000 or by fax 912-354-8333. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.montisandexley.com.


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