AUMdb

Monadnock Capital Partners, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 144176 · · WWW.MONADNOCKCAP.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$50.1M
Discretionary
$50.1M
Clients
21
Avg AUM / client
$2.4M
Accounts
21
Employees
4

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $6.1M 12.2%
High net worth individuals 6 $44.0M 87.8%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Charles Krause Registered representative Jul 2007 (19y)
Bryan Harrison Krause Registered representative Mar 2014 (12y)
William Kenneth Yandow Registered representative Mar 2019 (7y)
William Durkin Registered representative Nov 2020 (6y)

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)

FormPeriodSize
Form ADV (full filing) 03/30/2026 983 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
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗