# Monte Capital Group LLC

> Monte Capital Group LLC is a state-registered investment advisory firm in Downers Grove, IL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 321894
- Filed as: MONTE CAPITAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Downers Grove, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321894
- AdvisorCensus page: https://advisorcensus.com/firm/monte-capital-group-llc-downers-grove-il-321894

## Quick answers

**How is Monte Capital Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Monte Capital Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Monte Capital Group LLC located?**
Monte Capital Group LLC's principal office is in Downers Grove, IL, according to its Form ADV.

**Is Monte Capital Group LLC registered with the SEC or a state?**
Monte Capital Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321894.

**How much does Monte Capital Group LLC manage?**
Monte Capital Group LLC reports $20,914,363 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Monte Capital Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (2); other investment advisers (1).

**Does Monte Capital Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321894

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,914,363
- Discretionary: $20,914,363
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $466,352 |
| High net worth individuals | 6 | $19,394,406 |
| Other investment advisers | 1 | $1,053,605 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- montecapitalgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monte Capital Group LLC (CRD 321894): Form ADV filing data as of October 2026.