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MONTAG A & ASSOCIATES INC

Advisory

N·ATLANTA, GA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

0.0%

3-Year CAGR

+5.4%

Employees

10

Assets Under Management

Total AUM$3.0B

Discretionary AUM$3.0B

Non-Discretionary AUM$16M

Discretionary %99.5%

Total Clients506

Team

Total Employees10

Investment Advisers30

Employee Growth (1Y)-8.3%

Filing History

Total Filings on Record71

First FilingFeb 28, 2001

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 71 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONTAG A & ASSOCIATES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.