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| Moneta Group Investment Advisors LLC
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|---|---|
| CRD # | 104727 |
| SEC # | 801-34723 |
| CIK # | 0001120927 |
| AUM | 50.54 B (2026-03-31) |
| Employees | 585 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-726-2300 |
| Address | 190 Carondelet Plaza St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Archer Daniels Midland Co | 0.2 | ||
| Apple Inc | 0.2 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,380 | 2.1 |
| (b) Individuals (high net worth individuals) | 5,460 | 44.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 191 | 2.8 |
| (h) Charitable organizations | 66 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 48,410 | 50.5 |
| By Discretionary | ||
| Discretionary | 36,367 | 42.6 |
| Non-Discretionary | 12,043 | 8.0 |
| Total | 48,410 | 50.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 50.5 | |
| Total | 48,410 | 50.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001120927] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Clients | 638 |
| Serves | Institutional, Retail, Research |
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