Firm profile

Moneta Group Investment Advisors, LLC

ST. LOUIS, MOCRD 104727Registration Status: ApprovedEffective since June 30, 1989SEC # 801-34723Latest ADV March 31, 2026

Moneta Group Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management

$50.5B

Employees

585

Offices

10 offices

Total Clients

9,163

Associated firm names

3 names listed

MONETA GROUP
MONETA GROUP INVESTMENT ADVISORS, LLC
MONETA GROUP INVESTMENT ADVISORS INC

Leadership

4 roles identified

CEOEric M. Kittner

CCOAdam C. Kruger

COOKeith J. Bowles

Advisory services offered

7 types reported

Educational seminars/workshops

Financial Planning Services

Pension consulting services

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

ST. LOUIS, Missouri, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Missouri

ST. LOUISPrimary office

Colorado

DENVER · BOULDER

Illinois

CHICAGO

Kansas

MISSION WOODS

Massachusetts

WORCESTER · WELLESLEY

New Jersey

MOORESTOWN

10 office records listed · 10 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone314-726-2300 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$50.5Bas of March 31, 2026

Discretionary84.2%

$42.6B

84% of total RAUM84.2%

Non-discretionary15.8%

$8.0B

16% of total RAUM15.8%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 59.6% of total clients.

Top client categories% of clientsClients

HNWI

59.6%

5,460

Individuals

36.9%

3,380

Pension Plans

2.1%

191

Charitable

0.7%

Corporations

0.7%

Categories with <5 clients

Banking or thrift institutions<5 clients

Insurance companies<5 clients

Other categories<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$50.5B

Total Accounts48,410

10Y AUM Change+$34.3B (+212.1%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees585

Clients per Employee16:1

10Y Employee Change+310 (+112.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

MONETA GROUP, LLCDirect owner · Schedule AInterest in MONETA GROUP INVESTMENT ADVISORS, LLC

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Moneta Group Investment Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

18 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	MONETA GROUP, LLCMEMBERDomestic entity	MONETA GROUP INVESTMENT ADVISORS, LLC	75% or moreCode E	Yes	MEMBER01/2005	Schedule APDF page 30
2	KEITH JOHN BOWLESPRESIDENT/CHIEF OPERATING OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	PRESIDENT/CHIEF OPERATING OFFICER01/2017	Schedule APDF page 30
3	ERIC MICHAEL KITTNERCEO & BOARD CHAIRIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CEO & BOARD CHAIR01/2018	Schedule APDF page 30
4	ADAM CHARLES KRUGERCHIEF COMPLIANCE OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER08/2022	Schedule APDF page 30
5	ANDREW KRISTIAN KELSENCHIEF INVESTMENT OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER02/2024	Schedule APDF page 30
6	AMANDA CLAIRE BARRALECHIEF PLATFORM OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF PLATFORM OFFICER10/2021	Schedule APDF page 30
7	DAN GEORGE SHERMANCHIEF TECHNOLOGY OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF TECHNOLOGY OFFICER05/2023	Schedule APDF page 30
8	Bethany Ann WilkinsonCHIEF TALENT OFFICERIndividual	MONETA GROUP INVESTMENT ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF TALENT OFFICER01/2021	Schedule APDF page 30
9	ERIC MICHAEL KITTNERBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2016	Schedule BPDF page 30
10	PATRICK JOSEPH MCGINNISBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2017	Schedule BPDF page 30
11	JOSEPH COLEMAN SHEEHANBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2019	Schedule BPDF page 30
12	KENNETH JAKE WINEGRADBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2021	Schedule BPDF page 30
13	KARA LEIGH HARMONBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2021	Schedule BPDF page 30
14	LOGAN WILLIAM FINERTYBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2021	Schedule BPDF page 30
15	MICHAEL DAVID MACHNOWSKIBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER01/2022	Schedule BPDF page 30
16	NICOLE LYNN BAILEYBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER12/2022	Schedule BPDF page 30
17	TRAVIS WILLIAM FREEMANBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER12/2024	Schedule BPDF page 30
18	JORDAN C JANESBOARD MEMBERIndividual	MONETA GROUP, LLC	Percentage not specifiedCode F	Yes	BOARD MEMBER12/2024	Schedule BPDF page 31

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 4:36:41 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.