THE MONITOR GROUP, INC.

CRD 126576File 801-121908

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$167.2M

Bottom 25% of cohort (national)

Discretionary AUM

$165.8M

Non-discretionary $1.5M

Clients

174

654 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jul 29, 2021
Principal office: 534 BLACKBURN DRIVE, MARTINEZ, GA, 30907
Phone: 706-854-8040
Website: HTTPS://WWW.THEMONITORGROUP.NET/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $167.2M
Discretionary AUM: $165.8M
Non-discretionary AUM: $1.5M
Discretionary accounts: 647
Non-discretionary accounts: 7
Total accounts: 654
AUM per client: $961K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	61	$134.9M
Individuals (other than high net worth individuals)	113	$32.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	172	174	increased by2
Apr 1, 2026	AUM	$154,440,960	$167,226,479	increased by$12,785,519
Apr 1, 2026	Accounts	653	654	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	4	3	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	153	172	increased by19
May 1, 2025 vs Oct 1, 2022	AUM	$141,666,930	$154,440,960	increased by$12,774,030
May 1, 2025 vs Oct 1, 2022	Accounts	577	653	increased by76
Apr 1, 2022	Clients	144	153	increased by9
Apr 1, 2022	AUM	$121,346,501	$141,666,930	increased by$20,320,429
Apr 1, 2022	Accounts	559	577	increased by18
Aug 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MONITOR GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONITOR GROUP” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.