MONTAG A & ASSOCIATES INC
Legal name: MONTAG
CRD #105756 SEC #801-17671 ATLANTA, GA 404-522-5774
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
23
Clients
26
Accounts
1,299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.7B | $2.7B | $17.1M | 23 | 0 |
| Oct 2025 | $2.7B | $2.7B | $17.1M | 25 | 0 |
| Aug 2025 | $2.7B | $2.7B | $17.1M | 25 | 0 |
| May 2025 | $2.7B | $2.7B | $17.1M | 25 | 0 |
| Apr 2025 | $2.7B | $2.7B | $17.1M | 26 | 0 |
| Feb 2025 | $2.7B | $2.7B | $17.1M | 27 | 0 |
| Jan 2025 | $2.5B | $2.5B | $15.6M | 25 | 0 |
| Oct 2024 | $2.5B | $2.5B | $15.6M | 25 | 0 |
| Aug 2024 | $2.5B | $2.5B | $15.6M | 25 | 0 |
| Aug 2024 | $2.5B | $2.5B | $15.6M | 25 | 0 |
| Mar 2024 | $2.5B | $2.5B | $15.6M | 25 | 0 |
| Mar 2023 | $2.2B | $2.2B | $13.6M | 26 | 0 |
| Jan 2023 | $2.5B | $2.5B | $18.2M | 26 | 0 |
| Nov 2022 | $2.5B | $2.5B | $18.2M | 26 | 0 |
| Sep 2022 | $2.5B | $2.5B | $18.2M | 26 | 0 |
| Mar 2022 | $2.5B | $2.5B | $18.2M | 25 | 0 |
| Jan 2022 | $2.1B | $2.1B | $15.5M | 26 | 0 |
| Sep 2021 | $2.1B | $2.1B | $15.5M | 26 | 0 |
| Apr 2021 | $2.1B | $2.1B | $15.5M | 30 | 0 |
| Mar 2021 | $2.1B | $2.1B | $15.5M | 30 | 0 |
| Jan 2021 | $2.1B | $1.9B | $234.4M | 28 | 0 |
| Dec 2020 | $2.1B | $1.9B | $234.4M | 28 | 0 |
| Jul 2020 | $2.1B | $1.9B | $234.4M | 28 | 0 |
| Jun 2020 | $2.1B | $1.9B | $234.4M | 28 | 0 |
| Mar 2020 | $2.1B | $1.9B | $234.4M | 28 | 0 |
| Jul 2019 | $1.9B | $1.7B | $213.2M | 27 | 0 |
| Mar 2019 | $1.9B | $1.7B | $213.2M | 27 | 0 |
| Nov 2018 | $1.8B | $1.6B | $236.8M | 25 | 0 |
| Mar 2018 | $1.8B | $1.6B | $236.8M | 25 | 0 |
| Jun 2017 | $1.6B | $1.4B | $217M | 23 | 400 |
| Jun 2017 | $1.6B | $1.4B | $217M | 23 | 400 |
| May 2017 | $1.6B | $1.4B | $217M | 24 | 400 |
| Mar 2017 | $1.6B | $1.4B | $217M | 24 | 400 |
| Jan 2017 | $1.4B | $1.3B | $192.9M | 24 | 300 |
| Oct 2016 | $1.4B | $1.3B | $192.9M | 24 | 300 |
| Mar 2016 | $1.4B | $1.3B | $192.9M | 24 | 300 |
| Jan 2016 | $1.4B | $1.2B | $135.4M | 20 | 300 |
| Oct 2015 | $1.4B | $1.2B | $135.4M | 20 | 300 |
| Sep 2015 | $1.4B | $1.2B | $135.4M | 20 | 300 |
| Aug 2015 | $1.4B | $1.2B | $135.4M | 21 | 300 |
| Mar 2015 | $1.4B | $1.2B | $135.4M | 21 | 300 |
| Jan 2015 | $1.2B | $1.1B | $113.1M | 21 | 200 |
| Nov 2014 | $1.2B | $1.1B | $113.1M | 22 | 200 |
| Mar 2014 | $1.2B | $1.1B | $113.1M | 22 | 200 |
| Nov 2013 | $939.6M | $934.7M | $4.8M | 23 | 260 |
| Jun 2013 | $939.6M | $934.7M | $4.8M | 23 | 260 |
| Mar 2013 | $939.6M | $934.7M | $4.8M | 23 | 260 |
| Jan 2013 | $886.3M | $883.3M | $3M | 21 | 300 |
| Sep 2012 | $886.3M | $883.3M | $3M | 11 | 300 |
| Jul 2012 | $886.3M | $883.3M | $3M | 11 | 300 |
| Mar 2012 | $886.3M | $883.3M | $3M | 11 | 300 |
| Aug 2011 | $889.8M | $886.9M | $3M | -- | -- |
| Apr 2011 | $889.8M | $886.9M | $3M | -- | -- |
| Apr 2011 | $889.8M | $886.9M | $3M | -- | -- |
| Mar 2011 | $889.8M | $886.9M | $3M | -- | -- |
| Feb 2011 | $789.7M | $787M | $2.7M | -- | -- |
| Oct 2010 | $789.7M | $787M | $2.7M | -- | -- |
| Mar 2010 | $789.7M | $787M | $2.7M | -- | -- |
| Mar 2009 | $721M | $718.6M | $2.4M | -- | -- |
| Mar 2008 | $859.4M | $856.3M | $3M | -- | -- |
| Feb 2008 | $798.3M | $788.2M | $10.1M | -- | -- |
| Mar 2007 | $798.3M | $788.2M | $10.1M | -- | -- |
| Mar 2006 | $688M | $681.7M | $6.3M | -- | -- |
| Dec 2005 | $649.7M | $642.4M | $7.3M | -- | -- |
| Jan 2005 | $622.8M | $615.9M | $6.9M | -- | -- |
| Dec 2004 | $622.8M | $615.9M | $6.9M | -- | -- |
| Mar 2004 | $622.8M | $615.9M | $6.9M | -- | -- |
| Apr 2002 | $552.4M | $545.3M | $7.1M | -- | -- |
DateNov 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees23
Clients0
DateOct 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees25
Clients0
DateAug 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees25
Clients0
DateMay 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees25
Clients0
DateApr 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees26
Clients0
DateFeb 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.1M
Employees27
Clients0
DateJan 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.6M
Employees25
Clients0
DateOct 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.6M
Employees25
Clients0
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.6M
Employees25
Clients0
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.6M
Employees25
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.6M
Employees25
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$13.6M
Employees26
Clients0
DateJan 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.2M
Employees26
Clients0
DateNov 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.2M
Employees26
Clients0
DateSep 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.2M
Employees26
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.2M
Employees25
Clients0
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.5M
Employees26
Clients0
DateSep 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.5M
Employees26
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.5M
Employees30
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.5M
Employees30
Clients0
DateJan 2021
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$234.4M
Employees28
Clients0
DateDec 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$234.4M
Employees28
Clients0
DateJul 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$234.4M
Employees28
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$234.4M
Employees28
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$234.4M
Employees28
Clients0
DateJul 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$213.2M
Employees27
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$213.2M
Employees27
Clients0
DateNov 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$236.8M
Employees25
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$236.8M
Employees25
Clients0
DateJun 2017
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$217M
Employees23
Clients400
DateJun 2017
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$217M
Employees23
Clients400
DateMay 2017
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$217M
Employees24
Clients400
DateMar 2017
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$217M
Employees24
Clients400
DateJan 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$192.9M
Employees24
Clients300
DateOct 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$192.9M
Employees24
Clients300
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$192.9M
Employees24
Clients300
DateJan 2016
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$135.4M
Employees20
Clients300
DateOct 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$135.4M
Employees20
Clients300
DateSep 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$135.4M
Employees20
Clients300
DateAug 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$135.4M
Employees21
Clients300
DateMar 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$135.4M
Employees21
Clients300
DateJan 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$113.1M
Employees21
Clients200
DateNov 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$113.1M
Employees22
Clients200
DateMar 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$113.1M
Employees22
Clients200
DateNov 2013
Total AUM$939.6M
Discretionary$934.7M
Non-Disc.$4.8M
Employees23
Clients260
DateJun 2013
Total AUM$939.6M
Discretionary$934.7M
Non-Disc.$4.8M
Employees23
Clients260
DateMar 2013
Total AUM$939.6M
Discretionary$934.7M
Non-Disc.$4.8M
Employees23
Clients260
DateJan 2013
Total AUM$886.3M
Discretionary$883.3M
Non-Disc.$3M
Employees21
Clients300
DateSep 2012
Total AUM$886.3M
Discretionary$883.3M
Non-Disc.$3M
Employees11
Clients300
DateJul 2012
Total AUM$886.3M
Discretionary$883.3M
Non-Disc.$3M
Employees11
Clients300
DateMar 2012
Total AUM$886.3M
Discretionary$883.3M
Non-Disc.$3M
Employees11
Clients300
DateAug 2011
Total AUM$889.8M
Discretionary$886.9M
Non-Disc.$3M
Employees--
Clients--
DateApr 2011
Total AUM$889.8M
Discretionary$886.9M
Non-Disc.$3M
Employees--
Clients--
DateApr 2011
Total AUM$889.8M
Discretionary$886.9M
Non-Disc.$3M
Employees--
Clients--
DateMar 2011
Total AUM$889.8M
Discretionary$886.9M
Non-Disc.$3M
Employees--
Clients--
DateFeb 2011
Total AUM$789.7M
Discretionary$787M
Non-Disc.$2.7M
Employees--
Clients--
DateOct 2010
Total AUM$789.7M
Discretionary$787M
Non-Disc.$2.7M
Employees--
Clients--
DateMar 2010
Total AUM$789.7M
Discretionary$787M
Non-Disc.$2.7M
Employees--
Clients--
DateMar 2009
Total AUM$721M
Discretionary$718.6M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2008
Total AUM$859.4M
Discretionary$856.3M
Non-Disc.$3M
Employees--
Clients--
DateFeb 2008
Total AUM$798.3M
Discretionary$788.2M
Non-Disc.$10.1M
Employees--
Clients--
DateMar 2007
Total AUM$798.3M
Discretionary$788.2M
Non-Disc.$10.1M
Employees--
Clients--
DateMar 2006
Total AUM$688M
Discretionary$681.7M
Non-Disc.$6.3M
Employees--
Clients--
DateDec 2005
Total AUM$649.7M
Discretionary$642.4M
Non-Disc.$7.3M
Employees--
Clients--
DateJan 2005
Total AUM$622.8M
Discretionary$615.9M
Non-Disc.$6.9M
Employees--
Clients--
DateDec 2004
Total AUM$622.8M
Discretionary$615.9M
Non-Disc.$6.9M
Employees--
Clients--
DateMar 2004
Total AUM$622.8M
Discretionary$615.9M
Non-Disc.$6.9M
Employees--
Clients--
DateApr 2002
Total AUM$552.4M
Discretionary$545.3M
Non-Disc.$7.1M
Employees--
Clients--