SIMI VALLEY, CACRD 286612Latest ADV March 18, 2026
Monarch Plan Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Simi Valley, CA. Its latest Form ADV filing, dated March 18, 2026, reports $793M in regulatory assets under management, 5 employees, 3 offices, and 130 accounts.
Assets Under Management
$793M
Employees
5
Offices
3 offices
Total Clients
130
Primary office
SIMI VALLEY, CA
3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
130
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$793Mas of March 18, 2026
Discretionary55.8%
$442M
56% of total RAUM55.8%
Non-discretionary44.2%
$350M
44% of total RAUM44.2%
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.
Total AUM$793M
Total Accounts130
10Y AUM Change+$793M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change+2 (+66.7%)
* 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.