SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Montag
Atlanta, GA
Montag A & Associates Inc, CRD 105756
Firm filing updated March 16, 2026 ·
- $3BAssets
- 503Clients
- 10Advisory staff
- 1,308Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals377
- Individuals100
- Charities20
- Corporations or other businesses6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 100 | $46.1 million |
| High net worth individuals | 377 | $2.8 billion |
| Charitable organizations | 20 | $148.2 million |
| Corporations or other businesses not listed above | 6 | $24.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$3.0 billion
- Accounts1,308
- Discretionary$3.0 billion · 1,305 accounts
- Non-discretionary$15.6 million · 3 accounts
People
- Employees30
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Montag A & Associates Inc SEC-registered investment advisor. CRD 105756, SEC file 801-17671.
- Registered with the SEC as an investment advisor (status date on record: September 13, 1982).
Is Montag a fiduciary?
Short answer: Montag is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.