# MONTAG A & ASSOCIATES INC

MONTAG A & ASSOCIATES INC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 105756
- Type: SEC-registered investment adviser
- SEC file number: 801-17671
- Location: 200 GALLERIA PARKWAY, SUITE 1450, ATLANTA, GA, 30339
- Phone: 404-522-5774
- Latest filing: 2026-03-16
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Non-discretionary AUM: $15.6M
- Clients: 30
- Accounts: 1,308

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Edward Anthony Montag | CHIEF EXECUTIVE OFFICER | — |
| John Louis Montag | PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| Jeffrey R Harari | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| MONTAG LOUIS ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER (+4 more) | — |
| MONTAG JACKIE EICHOLD | SECRETARY | — |
| MONTAG JOHN LOUIS | ASSOCIATE/PORTFOLIO MANAGER; CHIEF OF CLIENT SERVICES; PRESIDENT (+2 more) | — |
| Godwin Stacey Howell | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY; SECRETARY | — |
| Harari Jeffrey R | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105756/similar
- Related entities: https://search.stillhousedata.com/firm/105756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105756

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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.