Monarch
New York, NY·SEC-registered · CRD #159465
Monarch is an SEC-registered investment advisory firm in New York, NY managing $17B across 50 client accounts, with 42 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
50
Advisory staff
42
Fee model
Fee-only
How Monarch is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Monarch
How much does Monarch manage?
Per its most recent SEC Form ADV filing (05/29/2026), Monarch reports $17B in regulatory assets under management across roughly 50 client accounts.
How does Monarch charge?
Monarch is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Monarch a fiduciary?
Yes. Monarch is registered with the U.S. Securities and Exchange Commission (CRD #159465), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Monarch taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Monarch and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Monarch's public SEC Form ADV filing (CRD #159465, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Monarch. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Monarch? Claim this profile.