Investment adviser · CRD 105756
MONTAG
Investment adviser filing (IA)
MONTAG A & ASSOCIATES INC
ATLANTA, GA, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $2.97B Form ADV · Item 5.F
- Client accounts
- 1,308 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 377 | $2,753,936,634 | 92.6% |
| Charities | 20 | $148,208,503 | 5.0% |
| Individuals | 100 | $46,113,502 | 1.6% |
| Corporations & businesses | 6 | $24,849,046 | 0.8% |
Filing source
Form ADV 2058624 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 GALLERIA PARKWAY, SUITE 1450ATLANTA, GA, 30339, United States
CRD 105756
Filing source
Form ADV 2058624 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.