RIA Intel›Advisers›Illinois›MONTE CAPITAL GROUP LLC

MONTE CAPITAL GROUP LLC

Advisory

DOWNERS GROVE, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL

#1,416

of 1,719 advisers by AUM

Average account

$804K

across 26 accounts

AUM per adviser

$4M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

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

9 clients

6 high-net-worth

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

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