Montag is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 16, 2026, reports $3.0B in regulatory assets under management, 30 employees, and 1,308 accounts.
Assets Under Management
$3.0B
Employees
30
Offices
--
Total Clients
503
Primary office
ATLANTA, GA
200 GALLERIA PARKWAY, SUITE 1450, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
377
2
Individuals
19.9%
100
3
Charitable
4.0%
20
4
Corporations
1.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 16, 2026
Discretionary99.5%
$3.0B
99% of total RAUM99.5%
Non-discretionary0.5%
$16M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts1,308
10Y AUM Change+$1.4B (+84.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee17:1
10Y Employee Change+6 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.