Montag & Caldwell Review

Trust Score 96%
Trust Score info_outline

Montag & Caldwell, federally registered in 1980, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 8 advisors. Montag & Caldwell manages $3.6 billion and provides investment advisory services for 370 clients (1:47 advisor/client ratio).

Fees may vary, please contact an advisor.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 47 clients (industry average 1:50)


  • Firm serves fewer than 1,000 clients
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing

Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $3.6 billion
Average Account AUM $9,598,682
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:47
Headquarters 3455 Peachtree RD NE Ste 1200 Atlanta, GA 30326-4202
SEC Filings Forms and Brochures

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