Monetary Solutions, Ltd.
Firm details
- Headquarters
- Moraine, Ohio
- CRD number
- 121217
- Registered since
- March 5, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.38%
- Individuals20.75%
- Corporations / Businesses1.11%
- Charitable Organizations0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Monetary Solutions, Ltd. is an independent registered investment adviser founded and SEC-registered in 2021 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional entities. Its fee arrangements include percentage-of-assets, hourly billing, and fixed-fee engagements. Investment policy appears oriented toward pooled public vehicles rather than bespoke private structures: the firm does not identify itself as an ESG-focused manager. It maintains an accountant affiliation as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities16%
- Cash & Cash Equivalents12%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 5
James Hobbs
PartnerCRD 5062587
Jacob Adams
CRD 7904434
Brian Walker
Financial AdvisorCRD 6437209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$100M in ETFs
96%
$96.4M
2%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $12.5M | 393,111 | 12.41% |
Location
Moraine, OH
Montgomery
Location
Moraine, OH
Headquartered in Moraine, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 3066 Kettering Blvd
- Time zone
- ET (UTC-5)
- Office locations
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