Moneta Group Investment Advisors, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 104727
· SEC file 801-34723
· St. Louis, MO
· www.facebook.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $50.5B
- Discretionary
- $42.6B
- Clients
- 9,163
- Avg AUM / client
- $5.5M
- Accounts
- 48,410
- Employees
- 585
AUM over time
$11.0B
$50.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026
Registered investment companies (funds/ETFs)
$29.3B
58%
State & local bonds
$6.1B
12%
Cash & equivalents
$5.6B
11%
Exchange-traded equities
$3.0B
6%
Pooled investment vehicles
$3.0B
6%
US government & agency bonds
$2.0B
4%
Derivatives
$1.0B
2%
Investment-grade corporate bonds
$505M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 800 positions, $13,288,317,125)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $1,796,751,157 | 3,006,863 | 13.5% | 3.56% |
| 2 | Schwab Strategic Tr | US LRG CAP ETF | $958,138,006 | 37,368,877 | 7.21% | 1.9% |
| 3 | Vanguard Index Fds | MID CAP ETF | $714,132,864 | 9,946,833 | 5.37% | 1.41% |
| 4 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $701,558,988 | 10,948,174 | 5.28% | 1.39% |
| 5 | Vanguard Index Fds | VALUE ETF | $661,491,488 | 3,371,516 | 4.98% | 1.31% |
| 6 | Vanguard Index Fds | GROWTH ETF | $617,699,430 | 8,485,080 | 4.65% | 1.22% |
| 7 | Vanguard Index Fds | LARGE CAP ETF | $409,331,873 | 1,369,690 | 3.08% | 0.81% |
| 8 | Ishares Inc | CORE MSCI EMKT | $387,795,614 | 5,559,794 | 2.92% | 0.77% |
| 9 | Ishares Tr | CORE S&P500 ETF | $359,836,767 | 550,875 | 2.71% | 0.71% |
| 10 | Schwab Strategic Tr | US MID-CAP ETF | $348,852,383 | 11,267,842 | 2.63% | 0.69% |
| 11 | Ishares Tr | CORE MSCI EAFE | $243,009,851 | 2,684,302 | 1.83% | 0.48% |
| 12 | Archer Daniels Midland Co | COM | $202,000,181 | 2,778,927 | 1.52% | 0.4% |
| 13 | Vanguard Index Fds | MCAP VL IDXVIP | $200,886,943 | 1,090,118 | 1.51% | 0.4% |
| 14 | Schwab Strategic Tr | US LCAP GR ETF | $187,428,139 | 6,434,196 | 1.41% | 0.37% |
| 15 | Vanguard Index Fds | MCAP GR IDXVIP | $184,654,323 | 717,522 | 1.39% | 0.37% |
| 16 | Ishares Tr | CORE S&P SCP ETF | $182,513,121 | 1,468,209 | 1.37% | 0.36% |
| 17 | Apple Inc | COM | $180,018,804 | 709,322 | 1.35% | 0.36% |
| 18 | Vanguard Index Fds | TOTAL STK MKT | $169,865,661 | 529,490 | 1.28% | 0.34% |
| 19 | Vanguard Index Fds | SML CP GRW ETF | $162,065,309 | 536,196 | 1.22% | 0.32% |
| 20 | Spdr Series Trust | STATE STREET SPD | $160,078,302 | 1,746,817 | 1.2% | 0.32% |
| 21 | Schwab Strategic Tr | US LCAP VA ETF | $154,498,898 | 5,065,538 | 1.16% | 0.31% |
| 22 | Ishares Tr | S&P 500 GRWT ETF | $145,429,466 | 1,285,735 | 1.09% | 0.29% |
| 23 | Vanguard Index Fds | SMALL CP ETF | $133,531,177 | 509,817 | 1.0% | 0.26% |
| 24 | State Str Spdr S&P 500 Etf T | TR UNIT | $118,727,106 | 182,562 | 0.89% | 0.23% |
| 25 | Ishares Tr | RUS 1000 GRW ETF | $116,840,428 | 1,096,064 | 0.88% | 0.23% |
Top 25 of 800 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,380 | $2.1B | 4.15% |
| High net worth individuals | 5,460 | $44.6B | 88.3% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 191 | $2.8B | 5.5% |
| Charitable organizations | 66 | $720M | 1.42% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 66 | $320M | 0.63% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (252)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy John Halls | Board Member | CFP CFA | May 2002 (24y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Eric Michael Kittner | Board Member | CFP | Jul 2004 (22y) | Less than 5% |
| Kara Leigh Harmon | Board Member | CFP | Jul 2004 (22y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Patrick Joseph Mcginnis | Board Member | CFP CFA | Oct 2007 (19y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Nicole Lynn Bailey | Board Member | CFP | Sep 2010 (16y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Michael Thomas Carpenter | Board Member | CFP | Oct 2010 (16y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Kenneth Jake Winegrad | Board Member | CFP | Jul 2011 (15y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Joseph Coleman Sheehan | Board Member | CFP | Dec 2014 (12y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Logan William Finerty | Board Member | CFP CFA | Dec 2014 (12y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Bowles, Keith, John | President/Chief Operating Officer | Jan 2017 (10y) | Less than 5% | |
| Travis William Freeman | Ad Hoc Board Member | CFP | Jul 2018 (8y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Michael David Machnowski | Board Member | CFP | Feb 2021 (5y) | GP / trustee / elected manager of Moneta Group, Llc (indirect) |
| Aoifinn Claire Devitt | Chief Global Market Strategist | CFP | Nov 2021 (5y) | Less than 5% |
| Andrew Kristian Kelsen | Chief Investment Officer | Jan 2022 (5y) | Less than 5% | |
| Adam Charles Kruger | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Patrick Clinton Duff | Registered representative | Jun 1996 (30y) | ||
| Douglas Jay Weber | Registered representative | Personal Financial Specialist | Jul 1997 (29y) | |
| Michael Vincent Johnson | Registered representative | Personal Financial Specialist | Feb 1998 (28y) | |
| Richard Gustav Gast | Registered representative | May 2002 (24y) | ||
| Allan Glasgow Curtis | Registered representative | CFP | Jul 2002 (24y) | |
| Daniel Allen West | Registered representative | CFP | Jul 2002 (24y) | |
| David Sadler | Registered representative | CFP Personal Financial Specialist | Jul 2002 (24y) | |
| Donald Thomas Kukla | Registered representative | CFP Personal Financial Specialist | Jul 2002 (24y) | |
| Linda Kay Pietroburgo | Registered representative | CFP | Jul 2002 (24y) | |
| Nancy Boos Georgen | Registered representative | Chartered Financial Consultant | Jul 2002 (24y) | |
| Mark Dean Heffernan | Registered representative | CFP Personal Financial Specialist | Jan 2003 (24y) | |
| Bradford William Koeneman | Registered representative | CFP | Dec 2003 (23y) | |
| Steven Logan Finerty | Registered representative | CFP | Jul 2004 (22y) | |
| Diane Rene Compardo | Registered representative | CFP Personal Financial Specialist | Jul 2004 (22y) | |
| Robert Lee Hehmeyer | Registered representative | CFP | Jan 2007 (20y) | |
| Ryan David Martin | Registered representative | CFP | Apr 2007 (19y) | |
| Anthony Robert Dorn | Registered representative | CFP | Aug 2007 (19y) | |
| David C Curtis | Registered representative | CFP | Aug 2007 (19y) | |
| Matthew D. Ring | Registered representative | CFP | Aug 2007 (19y) | |
| Billy David Dickens | Registered representative | CFP | Oct 2007 (19y) | |
| James Albert Mealey | Registered representative | CFP | Nov 2007 (19y) | |
| Kelli Anne Jones | Registered representative | CFP | Jan 2008 (19y) | |
| Brooke Ann Hunady | Registered representative | CFP | Jan 2009 (18y) | |
| Gene Michael Diederich | Registered representative | CFP | May 2009 (17y) | |
| Megan Nangle Riley | Registered representative | Aug 2010 (16y) | ||
| Farah L Winkler | Registered representative | CFP | Oct 2010 (16y) | |
| John S. Steffens | Registered representative | Nov 2010 (16y) | ||
| Laura Anne Hessel | Registered representative | CFP | Dec 2010 (16y) | |
| Julie Thomas Sward | Registered representative | CFP | Jan 2011 (16y) | |
| Bradlee Cottrell Jacobs | Registered representative | CFP | Nov 2011 (15y) | |
| Ronald Gerard Wienstroer | Registered representative | Dec 2011 (15y) | ||
| Hunter Rombauer Brown | Registered representative | CFP | Jan 2012 (15y) | |
| Jeffrey Travis Wist | Registered representative | CFP | Jan 2012 (15y) | |
| Mona Loretta Gooden | Registered representative | Nov 2012 (14y) | ||
| Nicolas Christian Perez | Registered representative | CFP | Mar 2013 (13y) | |
| Anthony Louis Aiazzi | Registered representative | CFP CFA | Dec 2014 (12y) | |
| Kristin Marie Brown | Registered representative | CFP | Dec 2014 (12y) | |
| Jordan C Janes | Registered representative | CFP | Jan 2015 (12y) | |
| Natasha Lynn Borglum | Registered representative | CFP | Jan 2015 (12y) | |
| Andrew Scott Glenn | Registered representative | CFP CFA | Jan 2015 (12y) | |
| Lindsay Wilson Taylor | Registered representative | CFP | Jan 2015 (12y) | |
| Ingrid Anne Lee | Registered representative | CFP | Mar 2015 (11y) | |
| James Shawn Chalmers | Registered representative | CFP | Apr 2015 (11y) | |
| Cynthia Marie Siess Kirkpatrick | Registered representative | CFP | Apr 2015 (11y) | |
| Zachary Hauw Han | Registered representative | CFP | May 2015 (11y) | |
| Samriti Dhingra | Registered representative | CFP | Nov 2015 (11y) | |
| Michael Sean Follis | Registered representative | CFP | Dec 2015 (11y) | |
| William Patrick Akins | Registered representative | CFP | Jan 2016 (11y) | |
| Derek A Wilton | Registered representative | CFP | Mar 2016 (10y) | |
| Michelle Renee Beattie | Registered representative | Mar 2016 (10y) | ||
| Jonathan Glasgow Curtis | Registered representative | Apr 2016 (10y) | ||
| Lauren Renee Hunt | Registered representative | CFP | Jul 2016 (10y) | |
| Matthew Burns Erker | Registered representative | CFP | Sep 2016 (10y) | |
| Anne Droese Haudrich | Registered representative | CFP | Oct 2016 (10y) | |
| Joseph Duffy West | Registered representative | CFP | Oct 2016 (10y) | |
| Katherine Linnea Parker | Registered representative | Nov 2016 (10y) | ||
| Trevor E Stone | Registered representative | CFP | Nov 2016 (10y) | |
| Eloise Huttig Schlafly | Registered representative | CFP | Jan 2017 (10y) | |
| Garrett Jay Reeg | Registered representative | CFP | Jan 2017 (10y) | |
| Jami Nichole Choinka | Registered representative | CFP | Feb 2017 (9y) | |
| Michael James Torney | Registered representative | CFP | Mar 2017 (9y) | |
| Elizabeth Ann Lynch | Registered representative | CFP | Apr 2017 (9y) | |
| Michael Kenneth Peek | Registered representative | CFP | Jun 2017 (9y) | |
| Matthew Arnaud Sallaberry | Registered representative | CFP | Jul 2017 (9y) | |
| Amanda Elizabeth Schmidt | Registered representative | CFP | Sep 2017 (9y) | |
| Michael James Vredenburgh | Registered representative | CFP Chartered Financial Consultant | Feb 2018 (8y) | |
| Jacob Daniel Allaman | Registered representative | CFP | Apr 2018 (8y) | |
| Jerry Lee West | Registered representative | CFA | May 2018 (8y) | |
| Stephanie Croft Rogers | Registered representative | CFP CFA | Jul 2018 (8y) | |
| Danton Kent Troyer | Registered representative | CFP | Aug 2018 (8y) | |
| Benjamin Alexander Trujillo | Registered representative | Oct 2018 (8y) | ||
| Michael Clayton Warner | Registered representative | CFP | Oct 2018 (8y) | |
| Kimberly Ann Mueller | Registered representative | Nov 2018 (8y) | ||
| Lisa Renee Bedell | Registered representative | Feb 2019 (7y) | ||
| Steven Somes Diederich | Registered representative | CFP | Feb 2019 (7y) | |
| Grant M Edmunds | Registered representative | CFP | Mar 2019 (7y) | |
| Philip Richard Schwab | Registered representative | Mar 2019 (7y) | ||
| Adam Michael Ford | Registered representative | CFP | Mar 2019 (7y) | |
| Alexander James Faught | Registered representative | CFP CFA | Mar 2019 (7y) | |
| Nicholas Edwin Warren | Registered representative | CFP | May 2019 (7y) | |
| Phillip Thatcher Crawford | Registered representative | CFP | May 2019 (7y) | |
| Daniel Alan Fuhrig | Registered representative | CFP | May 2019 (7y) | |
| Ryan Patrick Miener | Registered representative | CFP | May 2019 (7y) | |
| Matthew Robert Schaller | Registered representative | CFP CFA | Jun 2019 (7y) | |
| John Grover | Registered representative | CFP | Jul 2019 (7y) | |
| Megan Elizabeth Kanter | Registered representative | CFP | Sep 2019 (7y) | |
| Lynn M Dunston | Registered representative | CFP | Nov 2019 (7y) | |
| Christopher William Kamykowski | Registered representative | CFP CFA | Dec 2019 (7y) | |
| Daniel Kahle Kissling | Registered representative | CFP | Dec 2019 (7y) | |
| Matthew D Manies | Registered representative | CFP | Jan 2020 (7y) | |
| Stephen C Dolan | Registered representative | CFP | Feb 2020 (6y) | |
| Megan Elizabeth Rapplean | Registered representative | CFP | Feb 2020 (6y) | |
| Kristi Borglum | Registered representative | CFP | Mar 2020 (6y) | |
| Jennifer Anne Litsas | Registered representative | CFP | Apr 2020 (6y) | |
| Lauren Elise Miener | Registered representative | CFP | May 2020 (6y) | |
| Erin Leigh Hadary | Registered representative | CFP | Aug 2020 (6y) | |
| Alfred Joseph Simmons | Registered representative | Sep 2020 (6y) | ||
| Katherine Elizabeth Kloster | Registered representative | CFP | Oct 2020 (6y) | |
| Kevin Michael Ward | Registered representative | CFP | Nov 2020 (6y) | |
| Kevin Joseph Hennessy | Registered representative | CFP | Nov 2020 (6y) | |
| Bryan Patrick Nelson | Registered representative | CFP | Dec 2020 (6y) | |
| Kyle Joseph Marra | Registered representative | CFP | Jan 2021 (6y) | |
| Brian Daniel Hires | Registered representative | CFP | Jan 2021 (6y) | |
| Stephen Post Hoerr | Registered representative | CFP | Jan 2021 (6y) | |
| Susan Elizabeth Brown | Registered representative | CFP | Feb 2021 (5y) | |
| Oliver Farrell Cragan | Registered representative | CFP | Feb 2021 (5y) | |
| Sarah G Berry | Registered representative | Feb 2021 (5y) | ||
| Patrick Jacob Jordan | Registered representative | CFP | Feb 2021 (5y) | |
| Nicholas Daniel Koboldt | Registered representative | Apr 2021 (5y) | ||
| Conor Eagan | Registered representative | CFP | May 2021 (5y) | |
| Margaret Mary Glenn | Registered representative | CFP | Jul 2021 (5y) | |
| Brannon Nelson Champagne | Registered representative | CFP | Jul 2021 (5y) | |
| Charles David Mueth | Registered representative | CFP | Aug 2021 (5y) | |
| Samuel Robert Hill | Registered representative | Aug 2021 (5y) | ||
| Bryan E. Hebron | Registered representative | CFP | Aug 2021 (5y) | |
| Briana H. Mc Donald | Registered representative | CFP | Aug 2021 (5y) | |
| Caroline Hayes Fugel | Registered representative | CFP | Aug 2021 (5y) | |
| Sarah Anne Bishop | Registered representative | Sep 2021 (5y) | ||
| John Joseph Quinn | Registered representative | CFA | Sep 2021 (5y) | |
| Kevin Edward Nelson | Registered representative | Sep 2021 (5y) | ||
| Aaron Michael Bosch | Registered representative | CFP | Dec 2021 (5y) | |
| Matthew Joseph Schoelch | Registered representative | CFP | Jan 2022 (5y) | |
| Jessica Hinkebein | Registered representative | Jan 2022 (5y) | ||
| Wesley Loran Sebacher | Registered representative | CFP | Jan 2022 (5y) | |
| Shane Thibault Hicks Dunican | Registered representative | CFP | Jan 2022 (5y) | |
| Melinda R Mitchell | Registered representative | Jul 2022 (4y) | ||
| Drennan Andrew Bailey | Registered representative | CFP | Jul 2022 (4y) | |
| Jake Thomas Faucett | Registered representative | CFP | Jul 2022 (4y) | |
| Ashley Reinecke Rieser | Registered representative | CFP | Jul 2022 (4y) | |
| Jacob Alan Ross | Registered representative | Aug 2022 (4y) | ||
| Matthew Mitchell Mueller | Registered representative | CFP | Aug 2022 (4y) | |
| Kathryn Anne Hackett | Registered representative | CFP | Sep 2022 (4y) | |
| Peter Andrew Racen | Registered representative | CFP Chartered Financial Consultant | Sep 2022 (4y) | |
| Kyle F Luetters | Registered representative | CFP | Oct 2022 (4y) | |
| Hannah Lea Mc Daniel | Registered representative | Oct 2022 (4y) | ||
| Troy Michael Mc Quinn | Registered representative | CFP | Nov 2022 (4y) | |
| Luke David Mc Kenzie | Registered representative | Dec 2022 (4y) | ||
| Ryan Nicholas Matteo | Registered representative | CFP | Jan 2023 (4y) | |
| Nicholas Pavlishin | Registered representative | CFP | Jan 2023 (4y) | |
| Leah Katherine Bruemmer | Registered representative | CFP | Feb 2023 (3y) | |
| John Gabriel Armstrong | Registered representative | CFP | Mar 2023 (3y) | |
| Jason Wayne Sandry | Registered representative | CFP | Mar 2023 (3y) | |
| Jaye Everland | Registered representative | CFP | Mar 2023 (3y) | |
| Robert Logan Swieterman | Registered representative | CFP | Apr 2023 (3y) | |
| Chase Edward Coffin | Registered representative | CFP | Apr 2023 (3y) | |
| Heather Jean Kline | Registered representative | May 2023 (3y) | ||
| Jana Marie Gregorek | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Bradley Dunajcik | Registered representative | CFP | Jun 2023 (3y) | |
| Nikelle Lakisha Turner | Registered representative | Jul 2023 (3y) | ||
| Brendan Rich Mulhearn | Registered representative | CFP | Aug 2023 (3y) | |
| Timothy Christopher Burford | Registered representative | CFA | Sep 2023 (3y) | |
| Alex Roth | Registered representative | CFP | Oct 2023 (3y) | |
| Joel Anthony Fitts | Registered representative | CFP | Oct 2023 (3y) | |
| Abby Jo Donnellan | Registered representative | Nov 2023 (3y) | ||
| Margaret Lee Mckinney | Registered representative | Nov 2023 (3y) | ||
| Jerrod Christopher Anderson | Registered representative | CFP CFA | Dec 2023 (3y) | |
| Patrick Owen Enright | Registered representative | Dec 2023 (3y) | ||
| Travis Scott Mooney | Registered representative | Jan 2024 (3y) | ||
| Ally Melvin Kell | Registered representative | CFP | Feb 2024 (2y) | |
| Gregory David Haueisen | Registered representative | CFP | Feb 2024 (2y) | |
| Richard Joseph Bettger | Registered representative | Feb 2024 (2y) | ||
| Lauren Sinead Young | Registered representative | CFP | Feb 2024 (2y) | |
| Michael St Clair Walsh | Registered representative | CFP | Mar 2024 (2y) | |
| Amy Ann Hiett | Registered representative | Mar 2024 (2y) | ||
| Maxwell Hood | Registered representative | CFP | Mar 2024 (2y) | |
| Sean Douglas Ridley | Registered representative | CFP | May 2024 (2y) | |
| Thomas Sprott Cousins | Registered representative | CFP | May 2024 (2y) | |
| Tiffany Whitney | Registered representative | Jun 2024 (2y) | ||
| Michael Edward Lynch | Registered representative | CFP | Jun 2024 (2y) | |
| Jordan Warners | Registered representative | CFP | Jul 2024 (2y) | |
| Kyle Gray | Registered representative | CFP CFA | Jul 2024 (2y) | |
| Matthew Vincent Fletcher | Registered representative | CFP | Aug 2024 (2y) | |
| Georgios Timotheos Vanfleet | Registered representative | Aug 2024 (2y) | ||
| Conner Daley Harrison | Registered representative | CFP | Sep 2024 (2y) | |
| Jacob Joseph Malina | Registered representative | CFP | Oct 2024 (2y) | |
| Tina M Rogers | Registered representative | Nov 2024 (2y) | ||
| Kyle Wright | Registered representative | CFP | Nov 2024 (2y) | |
| Yan Jung Liu | Registered representative | CFA | Dec 2024 (2y) | |
| Colleen Helen Carmitchel | Registered representative | CFP | Dec 2024 (2y) | |
| Jeffery Cameron Kline | Registered representative | CFP | Dec 2024 (2y) | |
| Evan King | Registered representative | Jan 2025 (2y) | ||
| Matthew G Luzecky | Registered representative | Jan 2025 (2y) | ||
| Taylor M Howe | Registered representative | CFP | Jan 2025 (2y) | |
| Madeline Christine Sabo | Registered representative | CFP | Feb 2025 (1y) | |
| Anna Abigail Brown | Registered representative | Mar 2025 (1y) | ||
| Deborah Lee Rahn | Registered representative | CFP | Apr 2025 (1y) | |
| Kyle Lee De Witt | Registered representative | May 2025 (1y) | ||
| Christina Link | Registered representative | CFP | May 2025 (1y) | |
| Morgan Lynn Golaris | Registered representative | CFP | May 2025 (1y) | |
| Anthony Fernando Forcione | Registered representative | CFA | Jun 2025 (1y) | |
| Adam Jeffrey Haas | Registered representative | CFP | Jul 2025 (1y) | |
| Michael Robert Becker | Registered representative | Jul 2025 (1y) | ||
| Matthew Robert Schwarz | Registered representative | CFP | Jul 2025 (1y) | |
| Merinda Shea Dinkel | Registered representative | CFP | Jul 2025 (1y) | |
| Emily Berry | Registered representative | Jul 2025 (1y) | ||
| Chad Aaron Williams | Registered representative | CFP | Aug 2025 (1y) | |
| Lucas Gustav Gast | Registered representative | Aug 2025 (1y) | ||
| Brigid Catherine Andrews | Registered representative | CFP | Aug 2025 (1y) | |
| Brian R Eller | Registered representative | CFP | Aug 2025 (1y) | |
| Traci Jeanine Bryson | Registered representative | Aug 2025 (1y) | ||
| Zachary Joseph Heath | Registered representative | CFP | Aug 2025 (1y) | |
| Thomas Andrew Lane | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) | |
| Thomas Andrew Lane | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) | |
| Gregory Hayes Reading | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Andrew C Hipple | Registered representative | CFP | Sep 2025 (1y) | |
| Emily Rose Mulligan | Registered representative | Sep 2025 (1y) | ||
| Samuel Michael Leitensdorfer | Registered representative | Sep 2025 (1y) | ||
| Daniel Andrew Stockenberg | Registered representative | Sep 2025 (1y) | ||
| Carolyn Gerae Bowles | Registered representative | Oct 2025 (1y) | ||
| Daniel Knight Side | Registered representative | CFP | Nov 2025 (1y) | |
| Alec Victor Roussin | Registered representative | CFP | Nov 2025 (1y) | |
| Dane E Johnson | Registered representative | Dec 2025 (1y) | ||
| Rafe Delano Kinder | Registered representative | CFP | Jan 2026 (1y) | |
| Jonathon Michael Polizzi | Registered representative | CFP | Jan 2026 (1y) | |
| Mitchel Pagano | Registered representative | CFP | Jan 2026 (1y) | |
| Anna Christine Poppell | Registered representative | Jan 2026 (1y) | ||
| Brian Stephen Page | Registered representative | Jan 2026 (1y) | ||
| Leslie Jeanelle Tonkin | Registered representative | CFP | Jan 2026 (1y) | |
| Kristina Marie Ashworth | Registered representative | CFP | Feb 2026 (0y) | |
| Trent M Grass | Registered representative | Feb 2026 (0y) | ||
| John Reagan | Registered representative | CFP | Mar 2026 (0y) | |
| Derek M Wagner | Registered representative | CFP | Mar 2026 (0y) | |
| Joshua Timothy Ernst | Registered representative | Mar 2026 (0y) | ||
| Jacob Anthony Stewart | Registered representative | Apr 2026 (0y) | ||
| Patrick Higgins | Registered representative | CFA | Apr 2026 (0y) | |
| Katherine Leigh Jochum | Registered representative | CFP | May 2026 (0y) | |
| Jack Pearson Georges | Registered representative | May 2026 (0y) | ||
| Nicki Marie Stackelbeck | Registered representative | May 2026 (0y) | ||
| Courtney Abigail Vitale | Registered representative | CFP | May 2026 (0y) | |
| Geoffrey Taylor Bowers | Registered representative | CFP | May 2026 (0y) | |
| Tyler Michael Joern | Registered representative | May 2026 (0y) | ||
| Jacob Reed Castelli | Registered representative | Jun 2026 (0y) | ||
| Matthew Robert Foster | Registered representative | Jun 2026 (0y) | ||
| Savanna Lee Cawvey | Registered representative | Jun 2026 (0y) | ||
| Joseph Drake Simmons | Registered representative | CFP | Jun 2026 (0y) | |
| Thomas Malcolm Segerstrom | Registered representative | CFA | Jun 2026 (0y) | |
| Matthew Herman | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Moneta Group, Llc | Member | Jan 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (32)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lexington Eye Associates, Inc. Retirement Savings Plan | Lexington Eye Associates, Inc. | 134 | $40.8M | 08/01/2024 |
| H J Enterprises Employees Profit Sharing Plan | H J Enterprises, Inc. | 360 | $19.4M | 05/01/2024 |
| Thompson Coburn Llp 401(k) Profit Sharing Plan | Thompson Coburn Llp | 787 | $484M | 01/01/2024 |
| G.M. Johnson Companies, Inc. 401(k) And Profit Sharing Plan | G.M. Johnson Companies, Inc. | 101 | $13.4M | 01/01/2024 |
| Nexom (Us), Inc. 401(k) Plan | Nexom (Us), Inc. | 106 | $7.1M | 01/01/2024 |
| Clementina Clemco Group 401(k) Plan | Clementina Clemco Holdings, Inc. | 135 | $16.4M | 01/01/2024 |
| Orrick, Herrington & Sutcliffe Llp Retirement Plan | Orrick, Herrington & Sutcliffe Llp | 1,870 | $1.2B | 01/01/2024 |
| American Century Retirement Plan | American Century Services, Llc | 1,410 | $1.1B | 01/01/2024 |
| Dentons Us Llp Profit Sharing Plan | Dentons Us Llp | 1,434 | $999M | 01/01/2024 |
| Hydromat, Inc. Of St. Louis Mo 401(k) Plan | Hydromat, Inc. Of St. Louis, Mo | 367 | $39.0M | 01/01/2024 |
| Oil Changer, Inc. 401(k) Plan | Oil Changer, Inc. | 1,153 | $10.7M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Leydig, Voit & Mayer, Ltd. 401(k) And Profit Sharing Plan | Leydig, Voit & Mayer, Ltd. | 151 | $149M | 01/01/2024 |
| Dexter Magnetic Holdings, Llc 401(k) Plan | Dexter Magnetic Holdings, Llc | 427 | $32.0M | 01/01/2024 |
| Novus International, Inc. Employees Pension Plan | Novus International, Inc. | 17 | $25.3M | 01/01/2024 |
| Delta Dental Of Missouri Money Purchase Pension Plan | Delta Dental Of Missouri | 222 | $46.0M | 01/01/2024 |
| Lake Regional Health System Employees' Retirement Plan | Lake Regional Health System | 1,452 | $117M | 01/01/2024 |
| The Perficient, Inc. 401(k) Employee Savings Plan | Perficient, Inc. | 2,450 | $391M | 01/01/2024 |
| The Glik Company 401(k) Plan | The Glik Company | 168 | $10.6M | 01/01/2024 |
| Continental Disc Corporation Llc 401(k) Plan | Continental Disc Corporation Llc | 272 | $33.8M | 01/01/2024 |
| Salina Vortex Employees' Retirement Plan | Salina Vortex Corp. | 404 | $26.1M | 01/01/2024 |
| The Hogan Retirement Savings Plan | Hogan Services, Inc. | 4,208 | $45.3M | 01/01/2024 |
| First National Bank Of Waterloo Profit Sharing And Savings Plan | First National Bank Of Waterloo | 191 | $15.9M | 01/01/2024 |
| Rent One 401(k) Plan | Skc Enterprises, Inc. Dba Rent One | 766 | $8.1M | 01/01/2024 |
| Novus International, Inc. Retirement Savings Plan | Novus International, Inc. | 244 | $88.9M | 01/01/2024 |
Top 25 of 32 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $28.9B (57% of AUM) Mar 2026
- Commerce Bank, N.A. $11.8B (23% of AUM) Mar 2026
- Fidelity Brokerage Services $2.0B (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗