# Monetary Management Group Inc

> 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.

- CRD: 110284
- Filed as: MONETARY MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110284
- AdvisorCensus page: https://advisorcensus.com/firm/monetary-management-group-inc-st-louis-mo-110284

## Quick answers

**How is Monetary Management Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Monetary Management Group Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Monetary Management Group Inc located?**
Monetary Management Group Inc's principal office is in St Louis, MO, according to its Form ADV.

**Is Monetary Management Group Inc registered with the SEC or a state?**
Monetary Management Group Inc is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 110284.

**How much does Monetary Management Group Inc manage?**
Monetary Management Group Inc reports $583,781,557 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (98% discretionary).

**How have Monetary Management Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Monetary Management Group Inc serve?**
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).

**Which custodians does Monetary Management Group Inc use?**
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.

**Does Monetary Management Group Inc 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/110284

**What changed in Monetary Management Group Inc's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Minimum annual fee: $2,500

> 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).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Midwest Institutional Trust Company
- RBC Capital Markets, 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: $583,781,557
- Discretionary: $571,135,572
- Non-discretionary: $12,645,985

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $9,139,400 |
| High net worth individuals | 90 | $376,207,059 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $153,078,677 |
| Charitable organizations | 5 | $44,796,421 |
| Insurance companies | 1 | $560,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1983 (43 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, IL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [monetarymanagementgroup.com](https://monetarymanagementgroup.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $465,780,052 | 5 | July 29, 2021 |
| October 2022 | $454,399,163 | 5 | July 22, 2022 |
| October 2023 | $455,077,155 | 5 | July 17, 2023 |
| October 2024 | $464,788,624 | 6 | July 25, 2024 |
| October 2025 | $492,315,440 | 6 | July 29, 2025 |
| October 2026 | $583,781,557 | 5 | July 28, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $492,315,440 to $583,781,557 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monetary Management Group Inc (CRD 110284): Form ADV filing data as of October 2026.