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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-1982
- Office Locations
- 1
Office Locations
About Montag
MONTAG is an Atlanta-based wealth and investment management firm serving individuals and families as well as institutions. Teams work directly with a senior wealth manager/portfolio manager and with boards and staff to build custom, risk-aware asset-allocation portfolios focused on wealth preservation, income generation, and long-term growth, with fiduciary portfolio stewardship. Over 40 years of market research and advising experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD ANTHONY MONTAG
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN LOUIS MONTAG
Chief Investment Officer, Client Advisor, President
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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AMY LEIGH CARCIONE
Advisor
- CRD
- #4156253
HELEN MORGAN DONAHUE
Advisor
- CRD
- #2157189
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,957,513,757 | $2,266,294 |
| Non-Discretionary | $15,593,928 | $5,197,976 |
| Total | $2,973,107,685 | $2,273,018 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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