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
| Title | Executive Managing Principal And Ceo |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2022 |
Advocacy Wealth Management, LLC
| Title | Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |