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Charles Everett Markwalter

Executive Managing Principal And CeoMontag & Caldwell LLCCRD 4548571

About Charles Everett Markwalter

Charles Everett Markwalter is listed as Executive Managing Principal And Ceo at Montag & Caldwell LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 10-25%. Charles Everett Markwalter is associated with 2 registered advisers.

Reported ownership

Owns 10-25% of Montag & Caldwell LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Everett Markwalter work?

Charles Everett Markwalter is listed as Executive Managing Principal And Ceo at Montag & Caldwell LLC on SEC Form ADV.

How much of Montag & Caldwell LLC does Charles Everett Markwalter own?

Form ADV reports a beneficial ownership band of 10-25%.

Montag & Caldwell LLC

TitleExecutive Managing Principal And Ceo
Ownership10-25%
Control personYes
Since2022
View Montag & Caldwell LLC →

Advocacy Wealth Management, LLC

TitleCeo
OwnershipUnder 5%
Control personYes
Since2024
View Advocacy Wealth Management, LLC →