Data / Investment advisers / Connecticut / Moneco Advisors
Moneco Advisors, Fairfield, CT: $2.3 billion AUM, SEC registered investment adviser
Moneco Advisors is an SEC registered investment adviser with its main office in Fairfield, Connecticut and reports $2.3 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 171922
- SEC file number
- 801-80027
- SEC status
- Approved, effective July 14, 2014
- Legal name
- Moneco Advisors, LLC
- Main office
- 2150 Post Road, Suite 201, Fairfield, CT 06824
- Phone
- (203) 319-3550
- Regulatory AUM
- $2,279,903,376 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $2,259,275,259
- Non discretionary AUM
- $20,628,117
- Accounts
- 6,443
- Employees
- 66, of which 44 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 762 | $1.70 billion |
| Individuals (other than high net worth individuals) | 2,019 | $525.6 million |
| Charitable organizations | 15 | $25.1 million |
| Pension and profit sharing plans | 7 | $24.6 million |
| Corporations or other businesses | 9 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.28 billion | March 31, 2026 |
| December 1, 2025 | $1.92 billion | August 18, 2025 |
Other advisers in Connecticut
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| One River Asset Management, LLC | Stamford | $2.39 billion | 10 | adviserinfo.sec.gov |
| Cartenna Capital | Stamford | $2.36 billion | 2 | adviserinfo.sec.gov |
| UBS Realty Investors LLC | Hartford | $2.34 billion | 3 | adviserinfo.sec.gov |
| Oxford Lane Management, LLC | Greenwich | $2.31 billion | Not listed | adviserinfo.sec.gov |
| Sageview Capital LP | Greenwich | $2.31 billion | 8 | adviserinfo.sec.gov |
| Yhb Investment Advisors Inc | West Hartford | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Coliseum Capital Management, LLC | Rowayton | $2.27 billion | 4 | adviserinfo.sec.gov |
| Cramer Rosenthal McGlynn LLC | Stamford | $2.27 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Moneco Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.