MONTAG & CALDWELL LLC
Legal name: MONTAG & CALDWELL, LLC
CRD #104841 SEC #801-15398 ATLANTA, GA 404-836-7141
SEC Registered
Total AUM
$577M
Discretionary
$577M
Employees
14
Clients
0
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $577M | $577M | $0 | 14 | 5 |
| Oct 2024 | $683.5M | $683.5M | $0 | 17 | 5 |
| Sep 2024 | $683.5M | $683.5M | $0 | 17 | 5 |
| Aug 2024 | $683.5M | $683.5M | $0 | 17 | 5 |
| Mar 2024 | $683.5M | $683.5M | $0 | 17 | 5 |
| Mar 2024 | $683.5M | $683.5M | $0 | 17 | 5 |
| Apr 2023 | $964.6M | $964.6M | $0 | 19 | 7 |
| Mar 2023 | $964.6M | $964.6M | $0 | 19 | 7 |
| Nov 2022 | $1.3B | $1.3B | $0 | 18 | 9 |
| Mar 2022 | $1.3B | $1.3B | $0 | 18 | 9 |
| Mar 2022 | $1.3B | $1.3B | $0 | 18 | 9 |
| Mar 2021 | $2B | $2B | $0 | 18 | 11 |
| Dec 2020 | $2.4B | $2.4B | $0 | 20 | 15 |
| Nov 2020 | $2.4B | $2.4B | $0 | 20 | 15 |
| Aug 2020 | $2.4B | $2.4B | $0 | 20 | 15 |
| Jun 2020 | $2.4B | $2.4B | $0 | 20 | 15 |
| Mar 2020 | $2.4B | $2.4B | $0 | 20 | 15 |
| Oct 2019 | $2.1B | $2.1B | $0 | 21 | 10 |
| Apr 2019 | $2.1B | $2.1B | $0 | 21 | 10 |
| Mar 2019 | $2.1B | $2.1B | $0 | 21 | 10 |
| Feb 2019 | $3.6B | $3.6B | $0 | 26 | 10 |
| Oct 2018 | $3.6B | $3.6B | $0 | 26 | 10 |
| Aug 2018 | $3.6B | $3.6B | $0 | 26 | 10 |
| May 2018 | $3.6B | $3.6B | $0 | 26 | 10 |
| Mar 2018 | $3.6B | $3.6B | $0 | 26 | 10 |
| Dec 2017 | $4.6B | $4.6B | $0 | 26 | 10 |
| Mar 2017 | $4.6B | $4.6B | $0 | 25 | 500 |
| Nov 2016 | $5.9B | $5.9B | $0 | 27 | 800 |
| Oct 2016 | $5.9B | $5.9B | $0 | 27 | 800 |
| Jul 2016 | $5.9B | $5.9B | $0 | 27 | 800 |
| Mar 2016 | $5.9B | $5.9B | $0 | 27 | 800 |
| Mar 2015 | $9.8B | $9.7B | $55.4M | 29 | 800 |
| Jan 2015 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Jan 2015 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Nov 2014 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Aug 2014 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Apr 2014 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Mar 2014 | $14.2B | $14.1B | $92M | 30 | 1,000 |
| Dec 2013 | $12.9B | $12.9B | $70.4M | 30 | 900 |
| Apr 2013 | $12.9B | $12.9B | $70.4M | 30 | 900 |
| Mar 2013 | $12.9B | $12.9B | $70.4M | 30 | 900 |
| Nov 2012 | $12.2B | $12.1B | $55.1M | 31 | 1,300 |
| May 2012 | $12.2B | $12.1B | $55.1M | 11 | 1,300 |
| Mar 2012 | $12.2B | $12.1B | $55.1M | 11 | 1,300 |
| Jul 2011 | $15B | $13.2B | $1.7B | -- | -- |
| Apr 2011 | $15B | $13.2B | $1.7B | -- | -- |
| Mar 2011 | $15B | $13.2B | $1.7B | -- | -- |
| Dec 2010 | $14.3B | $12.7B | $1.6B | -- | -- |
| Sep 2010 | $14.3B | $12.7B | $1.6B | -- | -- |
| Jul 2010 | $14.3B | $12.7B | $1.6B | -- | -- |
| Apr 2010 | $14.3B | $12.7B | $1.6B | -- | -- |
| Mar 2009 | $17.3B | $15.1B | $2.2B | 51 | -- |
| Nov 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| Nov 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| Sep 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| May 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| Apr 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| Mar 2007 | $20.4B | $17.3B | $3B | 51 | -- |
| Dec 2005 | $28.3B | $23.6B | $4.6B | 51 | -- |
| Oct 2003 | $23.5B | $18.6B | $4.9B | 51 | -- |
DateMar 2025
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees14
Clients5
DateOct 2024
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees17
Clients5
DateSep 2024
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees17
Clients5
DateAug 2024
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees17
Clients5
DateMar 2024
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees17
Clients5
DateMar 2024
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees17
Clients5
DateApr 2023
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees19
Clients7
DateMar 2023
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees19
Clients7
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients9
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients9
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients9
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients11
DateDec 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients15
DateNov 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients15
DateAug 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients15
DateJun 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients15
DateMar 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients15
DateOct 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees21
Clients10
DateApr 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees21
Clients10
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees21
Clients10
DateFeb 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees26
Clients10
DateOct 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees26
Clients10
DateAug 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees26
Clients10
DateMay 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees26
Clients10
DateMar 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees26
Clients10
DateDec 2017
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees26
Clients10
DateMar 2017
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees25
Clients500
DateNov 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees27
Clients800
DateOct 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees27
Clients800
DateJul 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees27
Clients800
DateMar 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees27
Clients800
DateMar 2015
Total AUM$9.8B
Discretionary$9.7B
Non-Disc.$55.4M
Employees29
Clients800
DateJan 2015
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateJan 2015
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateNov 2014
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateAug 2014
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateApr 2014
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateMar 2014
Total AUM$14.2B
Discretionary$14.1B
Non-Disc.$92M
Employees30
Clients1,000
DateDec 2013
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$70.4M
Employees30
Clients900
DateApr 2013
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$70.4M
Employees30
Clients900
DateMar 2013
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$70.4M
Employees30
Clients900
DateNov 2012
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$55.1M
Employees31
Clients1,300
DateMay 2012
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$55.1M
Employees11
Clients1,300
DateMar 2012
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$55.1M
Employees11
Clients1,300
DateJul 2011
Total AUM$15B
Discretionary$13.2B
Non-Disc.$1.7B
Employees--
Clients--
DateApr 2011
Total AUM$15B
Discretionary$13.2B
Non-Disc.$1.7B
Employees--
Clients--
DateMar 2011
Total AUM$15B
Discretionary$13.2B
Non-Disc.$1.7B
Employees--
Clients--
DateDec 2010
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.6B
Employees--
Clients--
DateSep 2010
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.6B
Employees--
Clients--
DateJul 2010
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.6B
Employees--
Clients--
DateApr 2010
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2009
Total AUM$17.3B
Discretionary$15.1B
Non-Disc.$2.2B
Employees51
Clients--
DateNov 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateNov 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateSep 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateMay 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateApr 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateMar 2007
Total AUM$20.4B
Discretionary$17.3B
Non-Disc.$3B
Employees51
Clients--
DateDec 2005
Total AUM$28.3B
Discretionary$23.6B
Non-Disc.$4.6B
Employees51
Clients--
DateOct 2003
Total AUM$23.5B
Discretionary$18.6B
Non-Disc.$4.9B
Employees51
Clients--