# Monarch Fiduciary, LLC

> Monarch Fiduciary, LLC is a state-registered investment advisory firm in Kansas City, MO, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 337645
- Filed as: MONARCH FIDUCIARY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337645
- AdvisorCensus page: https://advisorcensus.com/firm/monarch-fiduciary-llc-kansas-city-mo-337645

## Quick answers

**How is Monarch Fiduciary, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Monarch Fiduciary, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Monarch Fiduciary, LLC located?**
Monarch Fiduciary, LLC's principal office is in Kansas City, MO, according to its Form ADV.

**Is Monarch Fiduciary, LLC registered with the SEC or a state?**
Monarch Fiduciary, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 337645.

**How much does Monarch Fiduciary, LLC manage?**
Monarch Fiduciary, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 29, 2026.

**Does Monarch Fiduciary, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337645

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @monarch-fiduciary

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monarch Fiduciary, LLC (CRD 337645): Form ADV filing data as of October 2026.