# Moneywatch Advisors, Inc.

> Moneywatch Advisors, Inc. is an SEC-registered investment advisory firm in Lexington, KY, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 107337
- Filed as: MONEYWATCH ADVISORS, INC.
- Legal name: MAI, Inc.
- Also doing business as: MAI, MONEYWATCH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107337
- AdvisorCensus page: https://advisorcensus.com/firm/moneywatch-advisors-inc-lexington-ky-107337

## Quick answers

**How is Moneywatch Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Moneywatch Advisors, Inc. 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 Moneywatch Advisors, Inc. located?**
Moneywatch Advisors, Inc.'s principal office is in Lexington, KY, according to its Form ADV.

**Is Moneywatch Advisors, Inc. registered with the SEC or a state?**
Moneywatch Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 107337.

**How much does Moneywatch Advisors, Inc. manage?**
Moneywatch Advisors, Inc. reports $329,735,069 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Moneywatch Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Moneywatch Advisors, Inc.: Regulatory assets under management: $205,990,442 in the October 2021 data and $329,735,069 in the October 2026 data, up 60%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moneywatch Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (384).

**Does Moneywatch Advisors, 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/107337

**What changed in Moneywatch Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $291,333,906 to $329,735,069 (+13%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $329,735,069
- Discretionary: $329,735,069
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 384 | $329,735,069 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 1986 (40 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, ME, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [main.yhlsoft.com/crm/client/clients/${web_portal_url}](https://main.yhlsoft.com/crm/client/clients/$%7Bweb_portal_url%7D)
- [moneywatchadvisors.com](https://moneywatchadvisors.com)
- [nextgen.advisorclient.com/ADVISORCLIENT/P/GRIDLOGIN](https://nextgen.advisorclient.com/ADVISORCLIENT/P/GRIDLOGIN)
- Facebook @MONEYWATCHADVISORS
- Instagram @moneywatchadvisors
- LinkedIn @moneywatchadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,990,442 | 5 | August 26, 2021 |
| October 2022 | $243,862,619 | 5 | March 29, 2022 |
| October 2023 | $209,950,052 | 5 | March 29, 2023 |
| October 2024 | $247,500,906 | 5 | March 28, 2024 |
| October 2025 | $291,333,906 | 5 | March 25, 2025 |
| October 2026 | $329,735,069 | 6 | March 25, 2026 |

Regulatory assets under management: $205,990,442 in the October 2021 data and $329,735,069 in the October 2026 data, up 60%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $291,333,906 to $329,735,069 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moneywatch Advisors, Inc. (CRD 107337): Form ADV filing data as of October 2026.