The Monitor Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Martinez, GA. Its latest Form ADV filing, dated March 20, 2026, reports $167M in regulatory assets under management, 3 employees, and 654 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
113
2
HNWI
35.1%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 20, 2026
Discretionary99.1%
$166M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$167M
Total Accounts654
10Y AUM Change+$46M (+37.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change-1 (-25.0%)
* 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.