{
  "crd_number": 104727,
  "slug": "moneta-group-investment-advisors-llc-st-louis-mo-104727",
  "primary_business_name": "MONETA GROUP INVESTMENT ADVISORS, LLC",
  "legal_name": "MONETA GROUP INVESTMENT ADVISORS, LLC",
  "dbas": [
    "MONETA GROUP"
  ],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-06-30",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 50536192552.0,
  "raum_discretionary": 42555843219.0,
  "raum_non_discretionary": 7980349333.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 585,
  "advisory_employees": 239,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 719720806.0,
      "count": 66
    },
    "individuals": {
      "raum": 2097068372.0,
      "count": 3380
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2781640775.0,
      "count": 191
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 44617807093.0,
      "count": 5460
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 319955506.0,
      "count": 66
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/MonetaGroup",
    "https://instagram.com/monetagroup",
    "https://linkedin.com/company/moneta-group",
    "https://monetagroup.com",
    "https://monetastl.com",
    "https://twitter.com/monetagroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104727",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/moneta-group-investment-advisors-llc-st-louis-mo-104727",
  "display_name": "Moneta Group Investment Advisors, LLC",
  "summary": "Moneta Group Investment Advisors, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 1989, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Moneta Group Investment Advisors, LLC (CRD 104727): 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",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Moneta Group Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moneta Group Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Moneta Group Investment Advisors, LLC located?",
      "a": "Moneta Group Investment Advisors, LLC's principal office is in St. Louis, MO, according to its Form ADV; the April 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Moneta Group Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Moneta Group Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104727."
    },
    {
      "q": "How much does Moneta Group Investment Advisors, LLC manage?",
      "a": "Moneta Group Investment Advisors, LLC reports $50,536,192,552 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (84% discretionary)."
    },
    {
      "q": "How have Moneta Group Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Moneta Group Investment Advisors, LLC: Regulatory assets under management: $27,417,700,987 in the October 2021 data and $50,536,192,552 in the October 2026 data, up 84%. Total employees: 370 in October 2021 and 585 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moneta Group Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5,460); individuals (other than high net worth individuals) (3,380); pension and profit sharing plans (but not the plan participants or government pension plans) (191)."
    },
    {
      "q": "Which custodians does Moneta Group Investment Advisors, LLC use?",
      "a": "Moneta Group Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Commerce Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moneta Group Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104727"
    },
    {
      "q": "What changed in Moneta Group Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 220 to 239. Regulatory assets under management went from $42,795,577,115 to $50,536,192,552 (+18%). Added an office in St. Louis, MO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 27417700987.0,
      "total_employees": 370,
      "filing_date": "2021-06-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 32888762887.0,
      "total_employees": 395,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 30651380206.0,
      "total_employees": 460,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 37481639918.0,
      "total_employees": 501,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 42795577115.0,
      "total_employees": 538,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 50536192552.0,
      "total_employees": 585,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 220 to 239.",
        "Regulatory assets under management went from $42,795,577,115 to $50,536,192,552 (+18%).",
        "Added an office in St. Louis, MO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Commerce Trust Company",
      "name_as_filed": "COMMERCE TRUST COMPANY",
      "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/moneta-group-investment-advisors-llc-st-louis-mo-104727.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3380,
      "fewer_than_5": false,
      "raum": 2097068372.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5460,
      "fewer_than_5": false,
      "raum": 44617807093.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 191,
      "fewer_than_5": false,
      "raum": 2781640775.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 66,
      "fewer_than_5": false,
      "raum": 719720806.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 66,
      "fewer_than_5": false,
      "raum": 319955506.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/104727",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}