SourcingSourcing

MONTAG A & ASSOCIATES INC

C37
CRD 105756·SEC 801-17671·ATLANTA, GA
AUM
$2.97B
$1B+
Est. Revenue
$29.7M
@ 1% on AUM
Est. EBITDA
$8.9M
@ 30% margin
Est. Deal Value
$71.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONTAG A & ASSOCIATES INC
CRD
105756
SEC file #
801-17671
EIN
—
DBA names
Montag

Economics

AUM
$2.97B
AUM band
$1B+
AUM trajectory
'20'26
$1.87B → $2.97B▲ +59%
Client mix
Individuals High Net Worth377
Individuals Other100
Charitable Organizations20
Corporations6

Operations

Employees (total)
30
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
13 advisors → 10 advisors▼ -23%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
twitter.com/montagwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONTAG, EDWARD, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MONTAG, EDWARD, ANTHONY
MONTAG, JOHN, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:montaga.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4362231
Trust Company Affiliate
No

People (12)

12
MONTAG, EDWARD, ANTHONY
Direct Owner · 62.5%
4362231
MONTAG, JOHN, LOUIS
Direct Owner · 62.5%
4362230
Harari, Jeffrey, R
Executive Officer · 2.5%
7086887
AMY LEIGH CARCIONE
IAR
4156253
LAWRENCE EVAN MENDEL
IAR
1270958
OLGA VLADIMIROVNA LEE
IAR
5698127
HELEN MORGAN DONAHUE
IAR
2157189
CHRISTINE R QUILLIAN
IAR
5156425
KENNETH WADE SHAW
IAR
2376652
HONG-TSUN SIMON
IAR
4869983
THOMAS JACKSON KEENAN
IAR
6257540
BRENDAN JAMES WAGNER
IAR
3253396