# Moneco Advisors

> 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.

- CRD: 171922
- Filed as: MONECO ADVISORS
- 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)
- Location: Fairfield, CT
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171922
- AdvisorCensus page: https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922

## Quick answers

**How is Moneco Advisors compensated?**
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).

**Where is Moneco Advisors located?**
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).

**Is Moneco Advisors registered with the SEC or a state?**
Moneco Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171922.

**How much does Moneco Advisors manage?**
Moneco Advisors reports $2,279,903,376 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (99% discretionary).

**How have Moneco Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Moneco Advisors serve?**
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).

**Which custodians does Moneco Advisors use?**
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.

**Does Moneco Advisors report any disciplinary disclosures?**
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

**What changed in Moneco Advisors' recent Form ADV filings?**
In the July 2026 filing data: Added the business name CFO Capital Management. Added an office in Fairfield, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL 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.

### Regulatory assets under management (Item 5.F)
- Total: $2,279,903,376
- Discretionary: $2,259,275,259
- Non-discretionary: $20,628,117

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,019 | $525,630,857 |
| High net worth individuals | 762 | $1,702,203,302 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $24,568,045 |
| Charitable organizations | 15 | $25,073,984 |
| Corporations or other businesses not listed above | 9 | $2,427,188 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 66 total, 44 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171922

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fairfield, CT
- Glastonbury, CT
- Hamden, CT
- Harrison, NY
- New Canaan, CT
- Pittsfield, MA
- Woodcliff Lake, NJ

### Websites listed on Form ADV (Item 1.I)
- monecoadvisors.com
- Facebook @MONECOADVISORS
- Instagram @monecoadvisors
- LinkedIn @MONECO-ADVISORS
- X @monecoadvisors
- YouTube @UCgUfOUcLuhpVwCdf5fwRvWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $608,663,041 | 22 | July 13, 2021 |
| October 2022 | $904,471,052 | 32 | August 17, 2022 |
| October 2023 | $1,032,293,927 | 49 | September 29, 2023 |
| October 2024 | $1,472,025,988 | 61 | June 26, 2024 |
| October 2025 | $1,915,081,746 | 65 | May 28, 2025 |
| October 2026 | $2,279,903,376 | 66 | June 8, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name CFO Capital Management.
- Added an office in Fairfield, CT.

### 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).

### December 2025
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moneco Advisors (CRD 171922): Form ADV filing data as of October 2026.