# Moneta Group Investment Advisors, LLC

> 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.

- CRD: 104727
- Filed as: MONETA GROUP INVESTMENT ADVISORS, LLC
- Also doing business as: MONETA GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104727
- AdvisorCensus page: https://advisorcensus.com/firm/moneta-group-investment-advisors-llc-st-louis-mo-104727

## Quick answers

**How is Moneta Group Investment Advisors, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moneta Group Investment Advisors, LLC located?**
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).

**Is Moneta Group Investment Advisors, LLC registered with the SEC or a state?**
Moneta Group Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104727.

**How much does Moneta Group Investment Advisors, LLC manage?**
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).

**How have Moneta Group Investment Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Moneta Group Investment Advisors, LLC serve?**
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).

**Which custodians does Moneta Group Investment Advisors, LLC use?**
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.

**Does Moneta Group Investment Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Moneta Group Investment Advisors, LLC's recent Form ADV filings?**
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).

## 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.
- Commerce Trust Company

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: $50,536,192,552
- Discretionary: $42,555,843,219
- Non-discretionary: $7,980,349,333

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,380 | $2,097,068,372 |
| High net worth individuals | 5,460 | $44,617,807,093 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 191 | $2,781,640,775 |
| Charitable organizations | 66 | $719,720,806 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 66 | $319,955,506 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1989 (37 years)
- Employees: 585 total, 239 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boulder, CO
- Chicago, IL
- Denver, CO
- Mission Woods, KS
- Moorestown, NJ
- St. Louis, MO
- Wellesley, MA
- Worcester, MA

### Websites listed on Form ADV (Item 1.I)
- monetagroup.com
- monetastl.com
- Facebook @MonetaGroup
- Instagram @monetagroup
- LinkedIn @moneta-group
- X @monetagroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $27,417,700,987 | 370 | June 10, 2021 |
| October 2022 | $32,888,762,887 | 395 | August 18, 2022 |
| October 2023 | $30,651,380,206 | 460 | March 31, 2023 |
| October 2024 | $37,481,639,918 | 501 | June 7, 2024 |
| October 2025 | $42,795,577,115 | 538 | May 21, 2025 |
| October 2026 | $50,536,192,552 | 585 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moneta Group Investment Advisors, LLC (CRD 104727): Form ADV filing data as of October 2026.