{
  "crd_number": 171922,
  "slug": "moneco-advisors-fairfield-ct-171922",
  "primary_business_name": "MONECO ADVISORS",
  "legal_name": "MONECO ADVISORS, LLC",
  "dbas": [
    "CFO CAPITAL MANAGEMENT",
    "MONECO ADVISORS",
    "MONECO BERGEN COUNTY",
    "MONECO BERKSHIRES",
    "MONECO GLASTONBURY",
    "MONECO NEW CANAAN",
    "MONECO WESTCHESTER"
  ],
  "city": "Fairfield",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-14",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-06-08",
  "carried_forward": false,
  "raum_total": 2279903376.0,
  "raum_discretionary": 2259275259.0,
  "raum_non_discretionary": 20628117.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 66,
  "advisory_employees": 44,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 25073984.0,
      "count": 15
    },
    "individuals": {
      "raum": 525630857.0,
      "count": 2019
    },
    "pension_profit_sharing": {
      "raum": 24568045.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 1702203302.0,
      "count": 762
    },
    "corporations_other_businesses": {
      "raum": 2427188.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MONECOADVISORS",
    "https://instagram.com/monecoadvisors",
    "https://linkedin.com/COMPANY/MONECO-ADVISORS",
    "https://monecoadvisors.com",
    "https://twitter.com/monecoadvisors",
    "https://youtube.com/channel/UCgUfOUcLuhpVwCdf5fwRvWA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171922",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "FAIRFIELD",
  "url": "https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922",
  "display_name": "Moneco Advisors",
  "summary": "Moneco Advisors is an SEC-registered investment advisory firm in Fairfield, CT, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.",
  "citation": "AdvisorCensus. Moneco Advisors (CRD 171922): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Moneco Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moneco Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Moneco Advisors located?",
      "a": "Moneco Advisors' principal office is in Fairfield, CT, according to its Form ADV; the July 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Moneco Advisors registered with the SEC or a state?",
      "a": "Moneco Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171922."
    },
    {
      "q": "How much does Moneco Advisors manage?",
      "a": "Moneco Advisors reports $2,279,903,376 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (99% discretionary)."
    },
    {
      "q": "How have Moneco Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Moneco Advisors: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moneco Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,019); high net worth individuals (762); charitable organizations (15)."
    },
    {
      "q": "Which custodians does Moneco Advisors use?",
      "a": "Moneco Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moneco Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171922"
    },
    {
      "q": "What changed in Moneco Advisors' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name CFO Capital Management. Added an office in Fairfield, CT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 608663041.0,
      "total_employees": 22,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 904471052.0,
      "total_employees": 32,
      "filing_date": "2022-08-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1032293927.0,
      "total_employees": 49,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1472025988.0,
      "total_employees": 61,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1915081746.0,
      "total_employees": 65,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2279903376.0,
      "total_employees": 66,
      "filing_date": "2026-06-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name CFO Capital Management.",
        "Added an office in Fairfield, CT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2019,
      "fewer_than_5": false,
      "raum": 525630857.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 762,
      "fewer_than_5": false,
      "raum": 1702203302.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 24568045.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 25073984.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2427188.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171922",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}