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MONARCH PLAN ADVISORS
CRD 286612File 801-111651
APPROVED
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$792.6M
Above cohort median (national)
Discretionary AUM
$442.2M
Non-discretionary $350.3M
Clients
130
130 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 8, 2017
- Principal office
- 3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, 93063
- Phone
- (818) 444-0376
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $792.6M
- Discretionary AUM
- $442.2M
- Non-discretionary AUM
- $350.3M
- Discretionary accounts
- 87
- Non-discretionary accounts
- 43
- Total accounts
- 130
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 130 | $792.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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 11This 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.