{
  "crd_number": 110284,
  "slug": "monetary-management-group-inc-st-louis-mo-110284",
  "primary_business_name": "MONETARY MANAGEMENT GROUP INC",
  "legal_name": "MONETARY MANAGEMENT GROUP INC",
  "dbas": [],
  "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": "1983-02-01",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 583781557.0,
  "raum_discretionary": 571135572.0,
  "raum_non_discretionary": 12645985.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 44796421.0,
      "count": 5
    },
    "individuals": {
      "raum": 9139400.0,
      "count": 13
    },
    "insurance_companies": {
      "raum": 560000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 153078677.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 376207059.0,
      "count": 90
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL",
    "MO",
    "TX"
  ],
  "websites": [
    "https://monetarymanagementgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110284",
  "city_as_filed": "ST LOUIS",
  "url": "https://advisorcensus.com/firm/monetary-management-group-inc-st-louis-mo-110284",
  "display_name": "Monetary Management Group Inc",
  "summary": "Monetary Management Group Inc is an SEC-registered investment advisory firm in St Louis, MO, registered since 1983, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Monetary Management Group Inc (CRD 110284): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Monetary Management Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monetary Management Group Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Monetary Management Group Inc located?",
      "a": "Monetary Management Group Inc's principal office is in St Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Monetary Management Group Inc registered with the SEC or a state?",
      "a": "Monetary Management Group Inc is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 110284."
    },
    {
      "q": "How much does Monetary Management Group Inc manage?",
      "a": "Monetary Management Group Inc reports $583,781,557 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (98% discretionary)."
    },
    {
      "q": "How have Monetary Management Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Monetary Management Group Inc: Regulatory assets under management: $465,780,052 in the October 2021 data and $583,781,557 in the October 2026 data, up 25%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monetary Management Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (13); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Monetary Management Group Inc use?",
      "a": "Monetary Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Midwest Institutional Trust Company and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Monetary Management Group Inc 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/110284"
    },
    {
      "q": "What changed in Monetary Management Group Inc's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $492,315,440 to $583,781,557 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 465780052.0,
      "total_employees": 5,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 454399163.0,
      "total_employees": 5,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 455077155.0,
      "total_employees": 5,
      "filing_date": "2023-07-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 464788624.0,
      "total_employees": 6,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 492315440.0,
      "total_employees": 6,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 583781557.0,
      "total_employees": 5,
      "filing_date": "2026-07-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $492,315,440 to $583,781,557 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "Minimum fee: $2,500 annually. Accounts can be combined for the purpose of determining the minimum fee. All fees are subject to negotiation based on such factors as the size and asset mix of the account(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 2500.0,
      "planning": []
    },
    "quotes": [
      "Minimum fee: $2,500 annually. Accounts can be combined for the purpose of determining the minimum fee. All fees are subject to negotiation based on such factors as the size and asset mix of the account(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Midwest Institutional Trust Company",
      "name_as_filed": "MIDWEST INSTITUTIONAL TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, 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/monetary-management-group-inc-st-louis-mo-110284.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 9139400.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 376207059.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 153078677.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 44796421.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 560000.0
    }
  ],
  "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/110284",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}