Montag & Caldwell, LLC

Montag & Caldwell, LLC (CRD# 104841) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,342,301,871 in 218 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,342
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $6,157,348
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, VA

Financial Advisors at Montag & Caldwell, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Janet B. Bunch
CRD#: 1823590
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326

Janet Bunch (CRD# 1823590) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.

2
Ronald E. Canakaris
CRD#: 4323422
3455 Peachtree Road, Suite 1200, Atlanta, GA 30326

Ronald Canakaris (CRD# 4323422) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

3
Charles E. Markwalter
CRD#: 4548571
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326

Charles Markwalter (CRD# 4548571) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

4
Kurt T. Momand
CRD#: 4684808
3455 Peachtree Road, Ne, Suite 1200, Atlanta, GA 30326

Kurt Momand (CRD# 4684808) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

5
William A. Vogel
CRD#: 1870098
3455 Peachtree Rd Ne Suite 1200, Atlanta, GA 30326

William Vogel (CRD# 1870098) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

6
David L. Watson
CRD#: 2423778
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326

David Watson (CRD# 2423778) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

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