Monetary Solutions, Ltd.
● SEC registered since 2021CRD 121217SEC# 801-120450Dayton, OH
Reg. AUM
$139.7M
Employees
1
Accounts
278
Location
Dayton, OH
Monetary Solutions, Ltd. assets under management
Monetary Solutions, Ltd. is an investment advisory firm registered with the SEC based in Dayton, OH. The firm has been registered since 2021. It reports $139.7 million in regulatory assets under management and employs 1 people.
Monetary Solutions, Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony A Colussi Control | Member | 25-50% | 2011 |
| Brian James Walker Control | President And Chief Compliance Officer | 25-50% | 2018 |
| James Christopher Hobbs Control | Member/Secretary & Treasurer | 25-50% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Monetary Solutions, Ltd. manage?
Monetary Solutions, Ltd. reports $139.7 million in regulatory assets under management on its Form ADV.
How many employees does Monetary Solutions, Ltd. have?
Monetary Solutions, Ltd. reports 1 employees.
Where is Monetary Solutions, Ltd. located?
Monetary Solutions, Ltd. is based in Dayton, OH and has been SEC-registered since 2021.
Does Monetary Solutions, Ltd. disclose fund performance?
Monetary Solutions, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3066 Kettering Blvd, Dayton, OH 45439 |
| Phone | 937-297-1140 |
| Fax | 937-297-1143 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.7M▼ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$139.7Mregulatory AUM
Discretionary $139.7M