RIA Intel›Advisers›Texas›MONTICELLO FINANCIAL ADVISORS, LLC

MONTICELLO FINANCIAL ADVISORS, LLC

Advisory

MOUNT PLEASANT, TX

Data as of May 8, 2026 · Source: SEC Form ADV

Rank in TX

#2,596

of 2,813 advisers by AUM

Average account

$11K

across 255 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

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

79 clients

7 high-net-worth

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

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