Montag & Caldwell, LLC

Montag & Caldwell, LLC (CRD# 104841) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,925,522,734 in 796 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,926
    MILLION
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $7,444,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, AR, AZ, CA, DE, FL, GA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI

Financial Advisors at Montag & Caldwell, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Janet B. Bunch
CRD#: 1823590
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Janet Bunch (CRD# 1823590) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

2
Helen M. Donahue
CRD#: 2157189
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Helen Donahue (CRD# 2157189) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Charles E. Markwalter
CRD#: 4548571
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Charles Markwalter (CRD# 4548571) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

4
Kurt T. Momand
CRD#: 4684808
3455 Peachtree Road, Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Kurt Momand (CRD# 4684808) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

5
William A. Vogel
CRD#: 1870098
3455 Peachtree Rd Ne Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

William Vogel (CRD# 1870098) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

6
David L. Watson
CRD#: 2423778
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

David Watson (CRD# 2423778) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

7
Michael A. Nadal
CRD#: 862269
3455 Peachtree Rd., Ne Suite 1200, Atlanta, GA 30326
93
Wealthminder
score

Michael Nadal (CRD# 862269) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

8
Ronald E. Canakaris
CRD#: 4323422
3455 Peachtree Road, Suite 1200, Atlanta, GA 30326
90
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.