Moneco Advisors

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated April 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,279,903,376 as of October 2026, filing dated June 8, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Other

Legal name

Moneco Advisors, LLC

Also doing business as

CFO CAPITAL MANAGEMENT, MONECO ADVISORS, MONECO BERGEN COUNTY, MONECO BERKSHIRES, MONECO GLASTONBURY, MONECO NEW CANAAN, MONECO WESTCHESTER

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 66. Performing investment advisory functions: 44.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCLPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

7 other offices, as of the July 2026 filing

Fairfield, CTGlastonbury, CTHamden, CTHarrison, NYNew Canaan, CTPittsfield, MAWoodcliff Lake, NJ

States registered or notice-filed

35 states or jurisdictions

ALAZCACOCTDCDEFLGAIAILINLAMAMDMEMINCNENHNJNVNYOHOKORPARISCTNTXUTVAVTWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $608,663,041 in the October 2021 data and $2,279,903,376 in the October 2026 data, up 275%.

Total employees: 22 in October 2021 and 66 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name CFO Capital Management.
   • Added an office in Fairfield, CT.
2. April 2026
   • No longer lists the business name Lichtenstein at Moneco.
   • Added the business name Moneco Glastonbury.
   • Employees performing advisory functions went from 43 to 44.
   • Regulatory assets under management went from $1,915,081,746 to $2,279,903,376 (+19%).
   • No longer lists an office in Wallingford, CT.
   • Updated its list of owners and control persons (Schedule A).
3. December 2025
   • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.