Data / Investment advisers / Missouri / Monetary Management Group Inc
Monetary Management Group Inc, St Louis, MO: $584 million AUM, SEC registered investment adviser
Monetary Management Group Inc is an SEC registered investment adviser with its main office in St Louis, Missouri and reports $584 million in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include high net worth individuals, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 110284
- SEC file number
- 801-18512
- SEC status
- Approved, effective February 1, 1983
- Main office
- 13537 Barrett Parkway Drive Suite 325, St Louis, MO 63021
- Phone
- (314) 909-0646
- Website
- monetarymanagementgroup.com
- Regulatory AUM
- $583,781,557 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $571,135,572
- Non discretionary AUM
- $12,645,985
- Accounts
- 171
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 28, 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 | 90 | $376.2 million |
| Pension and profit sharing plans | 8 | $153.1 million |
| Charitable organizations | 5 | $44.8 million |
| Individuals (other than high net worth individuals) | 13 | $9.1 million |
| Insurance companies | 1 | $560,000 |
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 |
|---|---|---|
| August 3, 2026 | $583.8 million | July 28, 2026 |
| December 1, 2025 | $492.3 million | July 29, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adk Wealth Advisory Group | St. Louis | $768.5 million | Not listed | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | $716.1 million | Not listed | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | $711 million | Not listed | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | $707.3 million | Not listed | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | $705.4 million | Not listed | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | $563.4 million | 2 | adviserinfo.sec.gov |
| Wedgewood Partners, Inc. | St Louis | $560.7 million | Not listed | adviserinfo.sec.gov |
| Orion Investment Co | St Louis | $515.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Monetary Management Group Inc 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.