MONTAG

RIASEC RegisteredEst. 1982
Total AUM
$3B
Discretionary
$3B
99% of AUM
Avg account
$2.3M
Accounts
1,308
Employees
30
Advisory reps
12

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 organized as a corporation and owned by an individual. The firm has been SEC-registered since 1982 and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Montag charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not market itself as a multi-state adviser or a pension consultant, and it does not identify as an active ESG investor. Montag was recognized in Forbes' Top RIA Firms list for 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 9%, State & Local Bonds 7%, Investment Grade Corp Bonds 6%, US Government Bonds 3%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents9%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds6%

Owners & executives

3 of 3

  • JOHN MONTAG

    President, Chief Investment OfficerCRD 4362230

  • EDWARD MONTAG

    Chief Executive OfficerCRD 4362231

  • Jeffrey Harari

    COO & CCOCRD 7086887

Contacts

3 of 9

  • BRENDAN WAGNER

    Senior Wealth ManagerCRD 3253396

  • CHRISTINE QUILLIAN

    Senior Wealth ManagerCRD 5156425

  • LAWRENCE MENDEL

    Vice PresidentCRD 1270958

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 262

Active vs passive

$1B in ETFs

Passive

94%

$941M

Active

2%

$59M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$158M242,54915.84%
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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
200 Galleria Pkwy SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth