Monk, Stan

Overview

Monk, Stan operates as a single-operator independent RIA structured as a sole proprietorship and registered with the SEC since 2008. The firm focuses on financial planning and portfolio management for individuals and small business owners, charging a percentage-of-AUM fee. Investment activity is concentrated in pooled public funds and mutual funds rather than bespoke direct-stock strategies or broad direct alternatives. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. The practice appears to run on a predominantly advisory — and largely non‑discretionary — model: client relationships are advisory and executed with client involvement rather than wholesale delegation to third‑party managers. Given the small client roster and the average client investment size, the firm targets high-net-worth individuals and families who prefer managed exposure to public funds and insurance-based products.

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Location & Offices