Moneta Group Investment Advisors, LLC

RIASEC RegisteredEst. 1989

Total AUM

$50.5B

Discretionary

$42.6B

84% of AUM

Avg account

$1M

Accounts

48,410

Employees

585

Advisory reps

259

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 104727
Registered since: June 30, 1989
Website: monetagroup.com
Custodians: CHARLES SCHWAB & CO., INC., COMMERCE BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.29%
Pension & Profit Sharing Plans5.5%
Individuals4.15%
Charitable Organizations1.42%
Corporations / Businesses0.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Moneta Group Investment Advisors, LLC is an independent, SEC-registered advisory firm that acts as a capital allocator for both individual and institutional clients. The firm provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection and investor education. Moneta charges in multiple ways — percentage of assets under management, hourly fees and fixed fees — and does not position itself as an active ESG investor. The firm has received industry recognition from Barron’s (Top 100 RIA Firms, 2021 and 2025), FA Magazine (Top RIA Firms, 2020) and Citywire (50 Growers Across America, 2023 and 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds58%
State & Local Bonds12%
Cash & Cash Equivalents11%
Exchange Traded Equities6%
Private Funds6%

Owners & executives

3 of 6

Adam Kruger
Chief Compliance OfficerCRD 5949504
Eric Kittner
CEO and ChairmanCRD 4740097
Keith Bowles
President and Chief Operating OfficerCRD 2966021

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Contacts

3 of 253

Dane Johnson
AnalystCRD 5670819
Logan Finerty
PartnerCRD 5690834
Chase Coffin
AdvisorCRD 5747281

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 431

Active vs passive

$11.9B in ETFs

Passive

92%

$11B

Active

3%

$954M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)	Schwab	Passive	Large Blend	$1.1B	38,698,661	9.55%

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Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 190 Carondelet Plz
Time zone: CT (UTC-6)
Office locations

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