KM
CFA
KM
CFA

Kurt Thomas Momand

22 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

3455 Peachtree Road, NE, Suite 1200, Atlanta, GA, 30326-3248

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Kurt is a trustee at Young Harris College, a private college, since 2009. He spends minimal time attending board meetings and reviewing materials.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Montag & Caldwell, an Advocacy Wealth Company
November 2003 - September 2025 · 21 yrs 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.