RIA Intel›Advisers›California›MONARCH PLAN ADVISORS

MONARCH PLAN ADVISORS

Advisory

N·SIMI VALLEY, CA

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM

$793M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$793M

Discretionary AUM$442M

Non-Discretionary AUM$350M

Discretionary %55.8%

Total Clients132

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingAug 10, 2017

Latest FilingJul 14, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONARCH PLAN ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.