RIA Intel›Advisers›Texas›BLUE MONARCH FINANCIAL INC.

BLUE MONARCH FINANCIAL INC.

Advisory

GREENVILLE, TX

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,382

of 2,813 advisers by AUM

Average account

$130K

across 68 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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