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Montag & Caldwell LLC

CRD 104841SEC# 801-15398Atlanta, GA
Export (members)
No longer SEC-registered. Montag & Caldwell LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$577M
Employees
14
Accounts
196
Location
Atlanta, GA

Montag & Caldwell LLC assets under management

Montag & Caldwell LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. It reports $577 million in regulatory assets under management and employs 14 people.
View on SEC.gov ↗

Montag & Caldwell LLC owners & executives

8 reported
NameTitleOwnershipSince
Charles Everett Markwalter ControlExecutive Managing Principal And Ceo10-25%2022
Deborah Jean Thomas ControlPrincipal, Director Of Operations And TradingUnder 5%2020
Janet Boutin Bunch ControlManaging Principal And Portfolio Manager10-25%2020
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Frequently asked questions

How much does Montag & Caldwell LLC manage?

Montag & Caldwell LLC reports $577 million in regulatory assets under management on its Form ADV.

How many employees does Montag & Caldwell LLC have?

Montag & Caldwell LLC reports 14 employees.

Where is Montag & Caldwell LLC located?

Montag & Caldwell LLC is based in Atlanta, GA.

Does Montag & Caldwell LLC disclose fund performance?

Montag & Caldwell LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3455 Peachtree Rd NE Ste 1500, Atlanta, GA 30326-3280
Office hours9:00 a.m. -5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$577M
Non-discretionary$0
Total (RAUM)$577M