Montag & Caldwell LLC
CRD 104841SEC# 801-15398Atlanta, GA
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.
Montag & Caldwell LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Everett Markwalter Control | Executive Managing Principal And Ceo | 10-25% | 2022 |
| Deborah Jean Thomas Control | Principal, Director Of Operations And Trading | Under 5% | 2020 |
| Janet Boutin Bunch Control | Managing Principal And Portfolio Manager | 10-25% | 2020 |
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Join to unlock · $37/moFrequently 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
| Address | 3455 Peachtree Rd NE Ste 1500, Atlanta, GA 30326-3280 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$577MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$577Mregulatory AUM
Discretionary $577M