# Monvia Financial L.P.

> Monvia Financial L.P. is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 165932
- Filed as: MONVIA FINANCIAL L.P.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165932
- AdvisorCensus page: https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932

## Quick answers

**How is Monvia Financial L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Monvia Financial L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Monvia Financial L.P. located?**
Monvia Financial L.P.'s principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Monvia Financial L.P. registered with the SEC or a state?**
Monvia Financial L.P. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165932.

**How much does Monvia Financial L.P. manage?**
Monvia Financial L.P. reports $90,310,322 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (99% discretionary).

**What types of clients does Monvia Financial L.P. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (40); other investment advisers (2).

**Does Monvia Financial L.P. 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/165932

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $90,310,322
- Discretionary: $89,852,816
- Non-discretionary: $457,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $27,080,471 |
| High net worth individuals | 40 | $62,304,172 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 2 | $18,032 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $907,647 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monviafinancial.com
- Facebook @MonviaFinancial
- Instagram @monviafinancial
- LinkedIn @monvia-financial
- YouTube @monviafinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monvia Financial L.P. (CRD 165932): Form ADV filing data as of October 2026.