# MONTAG & CALDWELL LLC

MONTAG & CALDWELL LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 104841
- Type: SEC-registered investment adviser
- SEC file number: 801-15398
- Location: 3455 PEACHTREE RD NE STE 1500, ATLANTA, GA, 30326-3280
- Phone: 404-836-7141
- Latest filing: 2025-03-25
- Regulatory AUM: $577.0M
- Discretionary AUM: $577.0M
- Clients: 14
- Accounts: 196

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Charles Everett Markwalter | EXECUTIVE MANAGING PRINCIPAL AND CEO | — |
| Rebecca Mitchell Keister | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Michael Scott Thompson | MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| William Alan Vogel | MANAGING PRINCIPAL AND PORTFOLIO MANAGER | — |
| Janet Boutin Bunch | MANAGING PRINCIPAL AND PORTFOLIO MANAGER | — |
| Kurt Thomas Momand | PRINCIPAL AND PORTFOLIO MANAGER | — |
| Ronald Emmanuel Canakaris | MANAGING PRINCIPAL | — |
| Deborah Jean Thomas | PRINCIPAL, DIRECTOR OF OPERATIONS AND TRADING | — |
| BILTON STUART DOUGLAS | BOARD OF DIRECTORS | — |
| VOGEL JEFFREY ALAN | CEO, EXECUTIVE VICE PRESIDENT, BOD; CEO, MANAGER; CEO, PRESIDENT, BOD (+6 more) | — |
| BUTLER BUDDY JOSEPH | CHIEF OPERATING OFFICE4R | — |
| PHILLIPS HENRY HUNGERFORD SPOONER | MANAGING MEMBER | — |
| LEAVITT THOMAS | BOARD OF DIRECTORS | — |
| CANAKARIS RONALD EMMANUEL | CEO, PRESIDENT, BOD, CIO,; CHAIRMAN, CIO, MANAGER; CHAIRMAN, CO-CIO, MANAGER (+6 more) | — |
| KEISTER REBECCA MITCHELL | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SCHOUWS ALBERTUS PETRUS | BOARD OF DIRECTORS | — |
| RUSSELL SARAH ANNE CECIL | BOARD OF DIRECTORS | — |
| BUNCH JANET BOUTIN | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, BOD; EXECUTIVE VICE PRESIDENT, MANAGER (+3 more) | — |
| STAHL BRIAN WILLIAM | VICE PRESIDENT, TREASURER | — |
| MAXWELL GROVER CLEVELAND | EXECUTIVE VICE PRESIDENT | — |
| PATTERSON SOLON PETE | BOARD OF DIRECTORS; CHAIRMAN OF BOARD | — |
| BOUMEESTER HUIBERT GERALD | BOARD OF DIRECTORS | — |
| CUMING DAVID BROMPTON | BOARD OF DIRECTORS | — |
| CHESTER ELIZABETH COTTON | SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY; SR. VICE PRESIDENT, SECRETARY, COMPLIANCE OFFICER | — |
| FLEMING ANDREW NEIL RITHET | BOARD OF DIRECTORS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104841/similar
- Related entities: https://search.stillhousedata.com/firm/104841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104841

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.