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Blue Monarch Financial Inc.

Blue Monarch Financial Inc.. CRD 330561

Blue Monarch Financial Inc. logo

CRD: 330561

Blue Monarch Financial Inc.

Greenville, TX, 75401
4699331125
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
3 Employees
44 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
OakFoundation frontier
Established Date
03-01-2024
Office Locations
3

Office Locations

2418 LEE Street Suite 130 Greenville TX
-- Braselton GA
-- Milton GA

About Blue Monarch Financial Inc.

Blue Monarch Financial Services (Blue Monarch Financial, Inc.) is a Texas state-registered RIA focused on helping retirees and near-retirees build and execute retirement plans. The firm delivers sustainable spending and retirement income planning alongside tax, estate, long-term care, insurance, and ongoing wealth management/portfolio allocation guidance. Notable for its “Retirement Readiness with Brigette Engstrom” radio show and use of Schwab/Fidelity custody.

Team overview

-- AVG AGE
$4.4M AVG AUM / ADVISOR
$201.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Harbor capital

Client Personas

Capital Momentum quantum

Custodian

Focus harbor North pioneer Bridge prime

Investment Themes

Matrix bridge Pathway

Investment Vehicles

Timber

Platform

Insight insight

Services

Momentum legacy Insight Signal timber North horizon Meridian Optima Summit

Technology

Signal Crest

Owner & Executives

B

BRIGETTE MARIE CUTCHINS ENGSTROM

Chief Executive Officer, Financial Professional

CRD
--
Ownership
50% but less than 75%
(427) 661-9840
crest.meridian@quantumcapital.com
in linkedin.com/in/element-matrix
B

BRIAN MCDONALD MEGENITY

Chief Compliance Officer

CRD
#2889637
Ownership
Less than 5%
(831) 681-8400
timber.horizon@momentumcapital.com
in linkedin.com/in/atlas-summit

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Contacts

J

JONATHAN DAVID FRAZIER

--

CRD
#4364934
(574) 730-4284
prime.wave@harborcapital.com
in linkedin.com/in/fusion-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,851,459 --
Non-Discretionary $0 --
Total $8,851,459 --

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Separately Managed Accounts

Total SMA Asset: $8,851,459

$8.9M Total SMA
Other:
21.1%
Equity - Exchange:
25.6%
Cash:
53.3%
Asset class Assets Assets %
Other $1,727,408,865 21.1%
Equity - Exchange $2,095,813,599 25.6%
Cash $4,363,549,406 53.3%
Total $8,186,771,870 100.0%

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