What departments does Montag & Caldwell have?

Montag & Caldwell has employees across 2 departments including Finance, Research.

What is the largest department at Montag & Caldwell?

The largest department at Montag & Caldwell is Finance with 2 employees.

Where are Montag & Caldwell employees located globally?

Montag & Caldwell has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Montag & Caldwell's team size changed over time?

Montag & Caldwell's team has remained stable from approximately 11 to 11 employees based on available data.

Montag & Caldwell Employee Directory

Investment ManagementGeorgia, United States11-50 Employees

Montag & Caldwell is an investment management firm with roots in Atlanta dating back to 1945, when Louis A. Montag established one of the city's early independent advisory practices. The Montag & Caldwell brand, adopted in 1956, delivers proprietary, in-house investment solutions and serves as a fiduciary for its clients. Effective August 1, 2024, it operates as a distinct brand within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, and is based in Atlanta, Georgia.

The firm emphasizes risk management within a holistic, solutions-based approach, with a primary focus on equity strategies alongside fixed income and asset allocation. Its client base ranges from sophisticated institutional investors to individuals and families, and recent developments include the 2023 launch of a Mid-Cap Growth model strategy and the introduction of the 2224 4EVER Series.

Montag & Caldwell Global Highlights

North America
29

United States Of America
29

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Montag & Caldwell's Leadership

S. P.
Chief Executive Officer
Mobile Phone
Email
M. T.
Vp & Co-Director Of Research And Security Analys
Mobile Phone
Email
R. C.
Chairman, President And Chief Information Officer
Mobile Phone
Email
R. C.
Chairman & Chief Investment Officer
Mobile Phone
Email
J. B.
Executive Vice President, Portfolio Manager
Mobile Phone
Email
J. H.
Vice President
Mobile Phone
Email
M. D.
Vice President
Mobile Phone
Email
C. M.
Manager
Mobile Phone
Email

Montag & Caldwell Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Information Technology
Other

Contact profiles from Montag & Caldwell

Name

Title

Contact

Location

Last Update

R. C.
Chairman, President And Chief Information Officer
Mobile Phone
Email
Sep 13, 2024
R. C.
Chairman & Chief Investment Officer
Mobile Phone
Email
Aug 17, 2026
S. P.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
J. B.
Executive Vice President, Portfolio Manager
Mobile Phone
Email
Aug 17, 2026
J. H.
Vice President
Mobile Phone
Email
Oct 23, 2024
M. D.
Vice President
Mobile Phone
Email
United Kingdom, England
Jul 19, 2023
M. T.
Vp & Co-Director Of Research And Security Analys
Mobile Phone
Email
Aug 22, 2025
C. M.
Manager
Mobile Phone
Email
Oct 23, 2024
P. B.
Principal
Mobile Phone
Email
Jul 08, 2025
A. P.
Trader
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Montag & Caldwell known for?

Montag & Caldwell was founded in 1945 and operates in the Investment Management industry. You can contact Montag & Caldwell's main corporate office by phone at

+1-404-836-****

. Explore Montag & Caldwell's company overview page for more information.

What is Montag & Caldwell's most common email format?

Montag & Caldwell employees' email format typically follows the pattern of FLast@montag.com. Trying to find reliable and up-to-date employee contact data? Find more Montag & Caldwell email formats with LeadIQ.

How many employees does Montag & Caldwell have currently?

Montag & Caldwell has approximately 21 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Montag & Caldwell's key employees and leadership?

As of July 2026, Montag & Caldwell's key employees include:

Chief Executive Officer: S. P.
Vp & Co-Director Of Research And Security Analys: M. T.
Chairman, President And Chief Information Officer: R. C.
Chairman & Chief Investment Officer: R. C.
Executive Vice President, Portfolio Manager: J. B.

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Montag & Caldwell Employee Directory

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