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Montag & Caldwell, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:e5ebc92b-434e-4d88-b5cb-9601702d22c1

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 25
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY

Registered adviser · shared cik

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Rebecca M. Keister	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Ronald E. Canakaris, CFA	Senior Advisor to Investment Team	Direct investments	unknown	n/a	yes	fact
Sandra M. Barker, CFA	Research Analyst	operations	unknown	n/a	yes	fact
Amy Criste	Client Associate	other	unknown	n/a	yes	fact
Charles. E. Markwalter, CFA	CEO; Portfolio Manager	leadership	senior	n/a	yes	fact
Kurt T. Momand, CFA	Portfolio Manager	Direct investments	unknown	n/a	yes	fact
Mark C. Hayes, CFA	Research Analyst	operations	unknown	n/a	yes	fact
Robyn Johnson	Client Associate	other	unknown	n/a	yes	fact
M. Scott Thompson, CFA	Chief Investment Officer; Portfolio Manager/Research Analyst	cio	senior	n/a	yes	fact
David L. Watson, CFA	Portfolio Manager	Direct investments	unknown	n/a	yes	fact

Relationships

Invested in (11)

→ ESTEE LAUDER COMPANIES INCCompanyPublic stake 13g
Feb 6, 2006 to presentfactSEC filings
→ BED BATH & BEYOND INCCompanyPublic stake 13g
Jan 27, 2005 to presentfactSEC filings
→ KOHLS CORPORATIONCompanyPublic stake 13g
Jan 30, 2004 to presentfactSEC filings
→ TRANSOCEAN OFFSHORE INCCompanyPublic stake 13g
Jan 31, 2003 to presentfactSEC filings
→ NEWELL RUBBERMAID INCCompanyPublic stake 13g
Jan 31, 2003 to presentfactSEC filings
→ GLOBALSANTAFE CORPCompanyPublic stake 13g
Jan 31, 2003 to presentfactSEC filings
→ MASCO CORP /DE/CompanyPublic stake 13g
Jan 15, 2002 to presentfactSEC filings
→ ELECTRONIC DATA SYSTEMS CORPCompanyPublic stake 13g
Feb 5, 2001 to presentfactSEC filings
→ INTERPUBLIC GROUP OF COMPANIES INCCompanyPublic stake 13g
Feb 5, 2001 to presentfactSEC filings
→ ELECTRONIC ARTS INCCompanyPublic stake 13g
Feb 5, 2001 to presentfactSEC filings
→ MARRIOTT INTERNATIONAL INC /MD/CompanyPublic stake 13g
Feb 5, 2001 to presentfactSEC filings

Employs (10)

→ David L. Watson, CFAPersonPortfolio Manager
factThe subject's own site
→ M. Scott Thompson, CFAPersonChief Investment Officer; Portfolio Manager/Research Analyst
factThe subject's own site
→ Kurt T. Momand, CFAPersonPortfolio Manager
factThe subject's own site
→ Charles. E. Markwalter, CFAPersonCEO; Portfolio Manager
factThe subject's own site
→ Robyn JohnsonPersonClient Associate
factThe subject's own site
→ Mark C. Hayes, CFAPersonResearch Analyst
factThe subject's own site
→ Amy CristePersonClient Associate
factThe subject's own site
→ Ronald E. Canakaris, CFAPersonSenior Advisor to Investment Team
factThe subject's own site
→ Sandra M. Barker, CFAPersonResearch Analyst
factThe subject's own site
→ Rebecca M. KeisterPersonChief Compliance Officer
factForm 13F

Dated events

25 bookkeeping events (roster, classification and holdings changes) folded below

Show 25 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Montag & Caldwell, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Montag & Caldwell is an Atlanta institutional and private-client equity manager, now a brand of Advocacy Wealth Management, an SEC-registered adviser.)
First seen by DFX
Sep 12, 2026
date not stated
Montag & Caldwell, LLC files Form 13F (non_adviser_filer, $468,700,003 in 137 positions)
Occurred
Aug 15, 2025
Montag & Caldwell, LLC reported $456,783,276 across 114 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Montag & Caldwell, LLC opened a $8,184,288 position in Arista Networks Inc (79,995 shares)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC reduced Amazon Com Inc 115,983 -> 79,260 shares ($22,066,926 -> $17,388,851)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC reduced Apple Inc 97,104 -> 57,346 shares ($21,569,712 -> $11,765,679)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC increased ELI Lilly & Co 12,815 -> 17,546 shares ($10,584,037 -> $13,677,633)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC increased Hunt J B Trans Svcs Inc 40,415 -> 56,407 shares ($5,979,399 -> $8,100,045)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC increased Palo Alto Networks Inc 45,427 -> 79,659 shares ($7,751,663 -> $16,301,417)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC reduced Take-Two Interactive Softwar 86,057 -> 60,895 shares ($17,835,313 -> $14,788,350)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC reduced Thermo Fisher Scientific Inc 10,750 -> 99 shares ($5,358,412 -> $58,474)
Occurred
Jun 30, 2025
Montag & Caldwell, LLC reduced Unitedhealth Group Inc 14,477 -> 364 shares ($7,582,329 -> $113,557)
Occurred
May 13, 2025
Montag & Caldwell, LLC reported $430,992,155 across 131 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Montag & Caldwell, LLC exited Iqvia Hldgs Inc (was $2,572,316, 13,090 shares)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC increased Asml Holding N V 9,992 -> 19,319 shares ($6,925,255 -> $12,801,349)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC increased ELI Lilly & Co 1,680 -> 12,815 shares ($1,296,960 -> $10,584,037)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC increased Monster Beverage Corp New 186,306 -> 259,619 shares ($9,792,243 -> $15,192,904)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC increased Palo Alto Networks Inc 27,894 -> 45,427 shares ($5,075,592 -> $7,751,663)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Nvidia Corporation 159,575 -> 86,090 shares ($21,429,327 -> $9,330,434)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Thermo Fisher Scientific Inc 14,787 -> 10,750 shares ($7,692,641 -> $5,358,412)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Alphabet Inc 153,387 -> 107,115 shares ($29,036,159 -> $16,564,264)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Microsoft Corp 55,479 -> 40,568 shares ($23,384,398 -> $15,228,822)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Uber Technologies Inc 196,403 -> 147,174 shares ($11,847,029 -> $10,723,098)
Occurred
Mar 31, 2025
Montag & Caldwell, LLC reduced Zoetis Inc 108,823 -> 77,583 shares ($17,730,531 -> $12,774,041)
Occurred
Feb 13, 2025
Montag & Caldwell, LLC reported $468,700,003 across 137 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 1 office address (Form 13F) · as of 2026-09-12

Rebecca M. Keister
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): David L. Watson, CFA (Portfolio Manager), M. Scott Thompson, CFA (Chief Investment Officer; Portfolio Manager/Research Analyst), Kurt T. Momand, CFA (Portfolio Manager), Charles. E. Markwalter, CFA (CEO; Portfolio Manager), Robyn Johnson (Client Associate), Mark C. Hayes, CFA (Research Analyst), Amy Criste (Client Associate), Ronald E. Canakaris, CFA (Senior Advisor to Investment Team), Sandra M. Barker, CFA (Research Analyst).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:e5ebc92b-434e-4d88-b5cb-9601702d22c1
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Montag & Caldwell, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:e5ebc92b-434e-4d88-b5cb-9601702d22c1

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Rebecca M. Keister

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Ronald E. Canakaris, CFA

Senior Advisor to Investment Team

Direct investments

unknown

n/a

yes

fact

Sandra M. Barker, CFA

Research Analyst

operations

unknown

n/a

yes

fact

Amy Criste

Client Associate

other

unknown

n/a

yes

fact

Charles. E. Markwalter, CFA

CEO; Portfolio Manager

leadership

senior

n/a

yes

fact

Kurt T. Momand, CFA

Portfolio Manager

Direct investments

unknown

n/a

yes

fact

Mark C. Hayes, CFA

Research Analyst

operations

unknown

n/a

yes

fact

Robyn Johnson

Client Associate

other

unknown

n/a

yes

fact

M. Scott Thompson, CFA

Chief Investment Officer; Portfolio Manager/Research Analyst

cio

senior

n/a

yes

fact

David L. Watson, CFA

Portfolio Manager

Direct investments

unknown

n/a

yes

fact