← Directory
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 Oct 1, 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
66
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 65 | 66 | increased by1 |
| Apr 1, 2026 | Clients | 2,822 | 2,812 | decreased by10 |
| Apr 1, 2026 | AUM | $1,915,081,746 | $2,279,903,376 | increased by$364,821,630 |
| Apr 1, 2026 | Accounts | 6,130 | 6,443 | increased by313 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 65 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,671 | 2,822 | increased by1,151 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $904,471,052 | $1,915,081,746 | increased by$1,010,610,694 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,306 | 6,130 | increased by2,824 |
| Apr 1, 2022 | Employees | 22 | 32 | increased by10 |
| Apr 1, 2022 | Clients | 1,200 | 1,671 | increased by471 |
| Apr 1, 2022 | AUM | $608,663,041 | $904,471,052 | increased by$295,808,011 |
| Apr 1, 2022 | Accounts | 2,215 | 3,306 | increased by1,091 |
| Apr 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 “MONECO ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONECO ADVISORS” 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.