The Monitor Group, Inc.
● SEC registered since 2021CRD 126576SEC# 801-121908Martinez, GA
Reg. AUM
$167.2M
Employees
3
Accounts
654
Location
Martinez, GA
The Monitor Group, Inc. assets under management
The Monitor Group, Inc. is an SEC-registered investment adviser based in Martinez, GA. The firm has been registered since 2021. It reports $167.2 million in regulatory assets under management and employs 3 people.
The Monitor Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul B McNair Control | President | Over 75% | 2017 |
| Paul B McNair Control | Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does The Monitor Group, Inc. manage?
The Monitor Group, Inc. reports $167.2 million in regulatory assets under management on its Form ADV.
How many employees does The Monitor Group, Inc. have?
The Monitor Group, Inc. reports 3 employees.
Where is The Monitor Group, Inc. located?
The Monitor Group, Inc. is based in Martinez, GA and has been SEC-registered since 2021.
Does The Monitor Group, Inc. disclose fund performance?
The Monitor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 534 Blackburn Drive, Martinez, GA 30907 |
| Phone | 706-854-8040 |
| Fax | 706-210-9587 |
| Office hours | Mon-Thurs 9 a.m.-5 p.m.; Fri 9 a.m.-3 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$167.2Mregulatory AUM
Discretionary $165.8MNon-discretionary $1.5M