MONORAIL SECURITIES LLC

CRD 285309File 801-108517

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$388.7M

Below cohort median (national)

Discretionary AUM

$388.7M

Clients

2,402

2,403 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 18, 2016
Principal office: 3322 BEE RIDGE RD, SUITE 200, SARASOTA, FL, 34239
Phone: (941) 925-2121
Website: https://www.monorail.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $388.7M
Discretionary AUM: $388.7M
Non-discretionary AUM: $0
Discretionary accounts: 2,403
Non-discretionary accounts: 0
Total accounts: 2,403
AUM per client: $162K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	999	$386.1M
High net worth individuals	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	1,403	$1.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Subscription fees
A percentage of assets under your management

Advisory activities

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
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.