AdvisorCensus / Financial advisors / Georgia / Augusta / The Monitor Group, Inc.
The Monitor Group, Inc. is an SEC-registered investment advisory firm in Martinez, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is The Monitor Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), The Monitor Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is The Monitor Group, Inc. located?
The Monitor Group, Inc.'s principal office is in Martinez, GA, according to its Form ADV.
Is The Monitor Group, Inc. registered with the SEC or a state?
The Monitor Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 126576.
How much does The Monitor Group, Inc. manage?
The Monitor Group, Inc. reports $167,226,479 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).
How have The Monitor Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for The Monitor Group, Inc.: Regulatory assets under management: $121,346,501 in the October 2021 data and $167,226,479 in the October 2026 data, up 38%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Monitor Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (61).
Which custodians does The Monitor Group, Inc. use?
The Monitor Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does The Monitor 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/126576
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$167,226,479 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $167,226,479 | 3 | March 20, 2026 |
| October 2025 | $154,440,960 | 3 | March 19, 2025 |
| October 2024 | $138,481,575 | 4 | March 5, 2024 |
| October 2023 | $118,012,105 | 4 | March 20, 2023 |
| October 2022 | $141,666,930 | 4 | March 29, 2022 |
| October 2021 | $121,346,501 | 4 | June 29, 2021 |
Regulatory assets under management: $121,346,501 in the October 2021 data and $167,226,479 in the October 2026 data, up 38%.
Total employees: 4 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Monitor Group, Inc. (CRD 126576): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-monitor-group-inc-martinez-ga-126576