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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 6, 2025 and March 16, 2026, reported AUM increased 8.3%, from $2.7B to $3.0B.
Across 5 reported observations, AUM increased 18.2% between November 2, 2022 and March 16, 2026, from $2.5B to $3.0B.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 10 advisory representatives and 503 clients, or 50.3 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 44 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Montag record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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
SMA allocation detail is available
Montag has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Montag's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.