Moneco Advisors

Registered investment adviser · Fairfield, CT · CRD #171922

Form ADV data as of 2026-09-01

Regulatory assets

$2.28 billion

Total accounts

6,443

Employees

Disclosure events

Firm details

Website: https://www.youtube.com/channel/ucgufoucluhpvwcdf5fwrvwa
Telephone: 203-319-3550
SEC file number: 801-80027
Most recent Form ADV filing: 2026-06-08
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.26 billion
Non-discretionary regulatory assets under management	$20.6 million
Total regulatory assets under management	$2.28 billion
Discretionary accounts	6,411
Non-discretionary accounts	32
Total accounts	6,443
Regulatory assets under management attributable to non-U.S. persons	$704,135

People

Total employees (excluding clerical)	66
Employees performing investment advisory functions (including research)	44
Employees who are registered representatives of a broker-dealer	22
Employees registered as investment adviser representatives with a state	38
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	26
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	No
Client funds and securities held in the firm's custody	$371.7 million
Clients for whom the firm has custody	426
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Accountant or accounting firmInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,019	$525.6 million
High net worth individuals	762	$1.70 billion
Pension and profit sharing plans (not the participants or government plans)	7	$24.6 million
Charitable organizations	15	$25.1 million
Corporations or other businesses not listed above	9	$2.4 million