Monetary Solutions, Ltd.
- Regulatory AUM
- $140M
- Discretionary
- $140M
- Clients
- 125
- Avg AUM / client
- $1.1M
- Accounts
- 278
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $29.0M | 20.7% |
| High net worth individuals | 38 | $108M | 77.4% |
| Charitable organizations | 1 | $1.1M | 0.76% |
| Corporations and other businesses | 1 | $1.5M | 1.11% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lamb, Michael, Scott | Managing Member/Chief Compliance Officer | Sep 1997 (29y) | 25% – 50% | |
| Hobbs, James, Christopher | Member/Secretary & Treasurer | Jan 2004 (23y) | 25% – 50% | |
| Colussi, Anthony, A | Member | Jan 2011 (16y) | 10% – 25% | |
| Brian James Walker | Member | CFP Personal Financial Specialist | Mar 2015 (11y) | 10% – 25% |
| Huelsman, Toby, L | Vice President | Dec 2021 (5y) | 5% – 10% | |
| Jacob R Adams | Registered representative | Jul 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 933 KB | 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 businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $140M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 10, 2026.
View current Form ADV (SEC/IAPD) ↗