MONECO ADVISORS

Legal name: MONECO ADVISORS, LLC

CRD 171922File 801-80027

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.28B

Top 25% of cohort (national)

Discretionary AUM

$2.26B

Non-discretionary $20.6M

Clients

2,812

6,443 accounts

Employees

Above cohort median in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 14, 2014
Principal office: 2150 POST ROAD, SUITE 201, FAIRFIELD, CT, 06824
Phone: 203-319-3550
Website: https://twitter.com/monecoadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.28B
Discretionary AUM: $2.26B
Non-discretionary AUM: $20.6M
Discretionary accounts: 6,411
Non-discretionary accounts: 32
Total accounts: 6,443
AUM per client: $811K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$2.4M
Charitable organizations	15	$25.1M
High net worth individuals	762	$1.70B
Pension and profit sharing plans	7	$24.6M
Individuals (other than high net worth individuals)	2,019	$525.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

Q11D2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.