Montag

RIASEC Registered

Total AUM

$3B

Discretionary

$3B

99% of AUM

Avg account

$2.3M

Accounts

1,308

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 105756
Registered since: September 13, 1982
Website: montagwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.63%
Charitable Organizations4.98%
Individuals1.55%
Corporations / Businesses0.84%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Montag is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm charges clients using a mix of percentage-of-assets, hourly and fixed-fee arrangements. Montag is SEC-registered (registration year 1982) and reports an owner structure categorized as individual. Its client base includes both high-net-worth individuals/families and institutional relationships. Montag does not identify as an active ESG investor. Montag received placement on Forbes' Top RIA Firms list in 2024, reflecting public recognition among peers and industry observers. The firm’s advisory focus centers on personalized planning and discretionary portfolio management rather than acting as a capital allocator or pension consultant.