{
  "crd_number": 105756,
  "slug": "montag-atlanta-ga-105756",
  "primary_business_name": "MONTAG",
  "legal_name": "MONTAG A & ASSOCIATES INC",
  "dbas": [
    "MONTAG WEALTH",
    "MONTAG WEALTH MANAGEMENT"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1982-09-13",
  "years_registered": 44,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 2973107685.0,
  "raum_discretionary": 2957513757.0,
  "raum_non_discretionary": 15593928.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 148208503.0,
      "count": 20
    },
    "individuals": {
      "raum": 46113502.0,
      "count": 100
    },
    "high_net_worth_individuals": {
      "raum": 2753936634.0,
      "count": 377
    },
    "corporations_other_businesses": {
      "raum": 24849046.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NY",
    "OK",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/montagwealthmanagement",
    "https://linkedin.com/COMPANY/montagwealthmanagement",
    "https://montagwealth.com",
    "https://montagwealthmanagement.com",
    "https://twitter.com/MONTAGWEALTH",
    "https://youtube.com/@montagwealthmanagement5703"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105756",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/montag-atlanta-ga-105756",
  "display_name": "Montag",
  "summary": "Montag is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Montag (CRD 105756): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Montag compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Montag reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Montag's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $5,000,000: 0.9% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Montag located?",
      "a": "Montag's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Montag registered with the SEC or a state?",
      "a": "Montag is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105756."
    },
    {
      "q": "How much does Montag manage?",
      "a": "Montag reports $2,973,107,685 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Montag's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Montag: Regulatory assets under management: $2,133,041,856 in the October 2021 data and $2,973,107,685 in the October 2026 data, up 39%. Total employees: 26 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Montag serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (377); individuals (other than high net worth individuals) (100); charitable organizations (20)."
    },
    {
      "q": "Which custodians does Montag use?",
      "a": "Montag's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Montag report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105756"
    },
    {
      "q": "What changed in Montag's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 10."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2133041856.0,
      "total_employees": 26,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2514661818.0,
      "total_employees": 26,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2212201303.0,
      "total_employees": 26,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2507016690.0,
      "total_employees": 25,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2746167726.0,
      "total_employees": 25,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2973107685.0,
      "total_employees": 30,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 10 to 8."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "0.9%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $5,000,000: 0.9% a year",
          "Above $5,000,000: 0.5% a year"
        ],
        "quotes": [
          "The annual fee schedule, based on a percentage of assets under management, is as follows: First $5,000,000 0.90% Balance above $5,000,000 0.50%"
        ]
      }
    ],
    "quotes": [
      "The annual fee schedule, based on a percentage of assets under management, is as follows: First $5,000,000 0.90% Balance above $5,000,000 0.50%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/montag-atlanta-ga-105756.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 46113502.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 377,
      "fewer_than_5": false,
      "raum": 2753936634.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 148208503.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 24849046.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105756",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}