John Noland Ryan Montgomery

Employer firm

Bridgeway Capital Management, LLC CRD 111441

$4.25B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 11/2023
  Roc Investments, Llc
  Houston, TX
• 12/2020 → 03/2023
  Bridgeway Investments, Inc. (Formerly Bcm Scorp Holdco, Inc.)
  Houston, TX
• 02/2023 → 03/2025
  Bridgeway Capital Management, Llc
  Houston, TX
• 06/2010 → 12/2020
  Bridgeway Capital Management, Llc (Formerly "Inc")
  Houston, TX
• 03/2016 → 10/2022
  Bridgeway Capital Management, Llc (Formerly "Inc")
  Houston, TX
• 10/2022 → 02/2023
  Bridgeway Capital Management, Llc
  Houston, TX
• 07/1993 → Present
  Bridgeway Capital Management, Llc
  Houston, TX
• 06/2025 → Present
  Foreside Fund Services, Llc
  Houston, TX

Other Businesses

1) Bridgeway Capital Management, LLC; Investment Related; Investment Management; Houston, TX; 7/1993; Founder, President, CEO, and Portfolio Manager; Promoting Funds; 220 Hrs./Mo. 2) Aegis America, Inc.; Non-Investment Related; Houston, TX; Non-Profit; President, Chair; Start Date 6/27/2018; 1 Hr Per Month, 0 During Trading Hrs; Governance oversight. 3) Bridgeway Special Purpose Trust; Investment Related; Purpose Trust; Houston, TX; 3/29/2021; Settlor, Board Chair; This is a purpose trust; 1 Hr Per Month, 1 Hr During Trading Hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-28