RIA Intel›Advisers›Illinois›MONROE FINANCIAL INC.

MONROE FINANCIAL INC.

Advisory

CHICAGO, IL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in IL

#1,557

of 1,719 advisers by AUM

Average account

$70K

across 118 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, WI

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

118 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

UPPER QUADRANTS CAPITAL MANAGEMENT, LLC

$8M

CASTLEARK ALTERNATIVES, LLC

$8M

COOPER LINSE HALLMAN CAPITAL MANAGEMENT INC

ORLAND PARK, IL

$8M

AHLBECK FINANCIAL INCORPORATED

DES PLAINES, IL

$8M

DA WEALTH ADVISORS LLC

$9M

CLARK CONSULTING, INC.

NORTH BARRINGTON, IL

$8M

Get the full picture on MONROE FINANCIAL INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MONROE FINANCIAL INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans