# 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.

- CRD: 126576
- Filed as: THE MONITOR GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Martinez, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126576
- AdvisorCensus page: https://advisorcensus.com/firm/the-monitor-group-inc-martinez-ga-126576

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $167,226,479
- Discretionary: $165,765,184
- Non-discretionary: $1,461,295

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $32,292,892 |
| High net worth individuals | 61 | $134,933,587 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- themonitorgroup.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,346,501 | 4 | June 29, 2021 |
| October 2022 | $141,666,930 | 4 | March 29, 2022 |
| October 2023 | $118,012,105 | 4 | March 20, 2023 |
| October 2024 | $138,481,575 | 4 | March 5, 2024 |
| October 2025 | $154,440,960 | 3 | March 19, 2025 |
| October 2026 | $167,226,479 | 3 | March 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Monitor Group, Inc. (CRD 126576): Form ADV filing data as of October 2026.