Moneta Group Investment Advisors, LLC
● SEC registered since 1989CRD 104727SEC# 801-34723St. Louis, MO
Reg. AUM
$50.54B
Employees
585
Accounts
48,410
Location
St. Louis, MO
Moneta Group Investment Advisors, LLC assets under management
Moneta Group Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 1989. It reports $50.5 billion in regulatory assets under management and employs 585 people.
Moneta Group Investment Advisors, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Charles Kruger Control | Chief Compliance Officer | Under 5% | 2022 |
| Amanda Claire Barrale Control | Chief Platform Officer | Under 5% | 2021 |
| Andrew Kristian Kelsen Control | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Moneta Group Investment Advisors, LLC manage?
Moneta Group Investment Advisors, LLC reports $50.5 billion in regulatory assets under management on its Form ADV.
How many employees does Moneta Group Investment Advisors, LLC have?
Moneta Group Investment Advisors, LLC reports 585 employees.
Where is Moneta Group Investment Advisors, LLC located?
Moneta Group Investment Advisors, LLC is based in St. Louis, MO and has been SEC-registered since 1989.
Does Moneta Group Investment Advisors, LLC disclose fund performance?
Moneta Group Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105 |
| Phone | 314-726-2300 |
| Fax | 314-862-6139 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1120927 |
| Discloses disciplinary history | No |
Regulatory AUM
$50.54B▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$50.54Bregulatory AUM
Discretionary $42.56BNon-discretionary $7.98B