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Moneta Group Investment Advisors, LLC

● SEC registered since 1989CRD 104727SEC# 801-34723St. Louis, MO
Export (members)
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
NameTitleOwnershipSince
Adam Charles Kruger ControlChief Compliance OfficerUnder 5%2022
Amanda Claire Barrale ControlChief Platform OfficerUnder 5%2021
Andrew Kristian Kelsen ControlChief Investment OfficerUnder 5%2024
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Frequently 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

Address190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105
Phone314-726-2300
Fax314-862-6139
Office hours8:00-5:00
SEC regionChicago Regional Office (CHRO)
CIK1120927
Discloses disciplinary historyNo

Regulatory AUM

$50.54B▲ 35%
Mar '25 — $37.48BApr '25 — $42.8BMay '25 — $42.8BJun '25 — $42.8BJul '25 — $42.8BAug '25 — $42.8BSep '25 — $42.8BOct '25 — $42.8BNov '25 — $42.8BDec '25 — $42.8BJan '26 — $42.8BFeb '26 — $42.8BMar '26 — $50.54BApr '26 — $50.54BMay '26 — $50.54BJun '26 — $50.54B
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