MONETARY SOLUTIONS, LTD.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $139.7M |
| Discretionary | $139.7M100% of AUM |
| Client Accounts | 278 |
| Avg Account Size | $502K |
| Employees | 1 |
| Peak AUM | $141.1MJan 2025 |
| AUM CAGR | +8.3% /yrover 18 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | +9.0% | +6.0% | +4.4% | |
| Discretionary AUM | $140M | ||||
Key Metrics
| Total AUM | $139.7M |
| Discretionary | $139.7M |
| Employees | 1 |
| Client Accounts | 278 |
| Client Range | 1-10 |
Contact & Location
Address
3066 KETTERING BLVD
DAYTON OH 45439
Phone
937-297-1140
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$140M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company