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MONTAG
Legal name: MONTAG A & ASSOCIATES INC
CRD 105756File 801-17671
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.97B
Top 25% of cohort (national)
Discretionary AUM
$2.96B
Non-discretionary $15.6M
Clients
503
1,308 accounts
Employees
30
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 13, 1982
- Principal office
- 200 GALLERIA PARKWAY, SUITE 1450, ATLANTA, GA, 30339
- Phone
- 404-522-5774
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.97B
- Discretionary AUM
- $2.96B
- Non-discretionary AUM
- $15.6M
- Discretionary accounts
- 1,305
- Non-discretionary accounts
- 3
- Total accounts
- 1,308
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $24.8M |
| Charitable organizations | 20 | $148.2M |
| High net worth individuals | 377 | $2.75B |
| Individuals (other than high net worth individuals) | 100 | $46.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.