$2.3B Total AUM
$2.3B Disc. AUM
31.1% 3Y CAGR
66 Employees
2,835 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Pathway fusionHarbor +more
- Established Date
- 07-14-2014
- Office Locations
- 11
Office Locations
101 Hawthorne AVE Pittsfield MA
1305 Post Road Suite 202 Fairfield CT
175 ELM Street NEW Canaan CT
About Moneco Advisors
Moneco Advisors provides client-centric financial planning and wealth guidance, and supports employers with retirement plan solutions and participant education aimed at meeting fiduciary responsibilities. Serving both retail and institutional relationships, the firm implements diversified portfolios that commonly use ETFs and mutual funds and operates from multiple offices headquartered in Fairfield, CT.
Team overview
52 AVG AGE
$51.8M AVG AUM / ADVISOR
$804.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
66 Employees
44 Advisory Reps
38 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pathway Signal legacy Meridian fusion Focus zenith Delta capital
Client Personas
Vector ember Optima Frontier wave
CRM
Oak radial
Custodian
Glacier Optima beacon Ridge radial Timber Matrix optima Prime legacy Pathway quantum Beacon optima Harbor
Investment Themes
Zenith Pioneer Radial Glacier eagle
Investment Vehicles
Optima Insight Vector Crest
Platform
Vertex Prime Harbor Momentum timber
Services
Momentum pioneer Momentum Foundation Summit value Alpha delta Pathway unison Pathway Prime matrix Capital vital Pioneer foundation Ridge delta Focus Horizon Harbor atlas Summit catalyst
Technology
Vertex Crest prime Catalyst beacon
Owner & Executives
ALLISON ELIZABETH LORING
Chief Compliance Officer, Compliance Manager
- CRD
- #5632900
- Ownership
- Less than 5%
(332) 807-5048
harbor.value@glaciercapital.com
in linkedin.com/in/alpha-insight
DERREK LEWIS METZ
Managing Partner & CWO
- CRD
- #4599680
- Ownership
- Less than 5%
(310) 487-3888
north.oak@elementcapital.com
in linkedin.com/in/focus-summit
N
North beacon
Matrix zenith optima
- CRD
- #89525
- Ownership
- 30.6%
(621) 357-8621
insight.summit@glaciercapital.com
in linkedin.com/in/pathway-ember
Showing 2 of 4 owners & executives
Unlock allContacts
Henry George Aery
Associate Wealth Advisor
- CRD
- #8185002
(485) 983-7334
ember.element@wavecapital.com
in linkedin.com/in/catalyst-bridge
DAVID REED AMEDEN
Partner
- CRD
- #2741615
(762) 807-6978
prime.crest@ridgecapital.com
in linkedin.com/in/momentum-frontier
S
Summit element
Harbor glacier
- CRD
- #29333
(853) 346-7874
pathway.foundation@crestcapital.com
in linkedin.com/in/delta-eagle
Showing 2 of 47 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,259,275,259 | $352,406 |
| Non-Discretionary | $20,628,117 | $644,629 |
| Total | $2,279,903,376 | $353,857 |
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Separately Managed Accounts
Total SMA Asset: $2,279,903,376
Public Funds:
7.3% Equity - Exchange:
21.3% Cash:
23.2% Municipal Bonds:
13.1% Corporate - Investment Grade:
14.1% U.S. Government/Agency:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $98,935,755 | 7.3% |
| Equity - Exchange | $288,675,558 | 21.3% |
| Cash | $314,425,960 | 23.2% |
| Municipal Bonds | $177,542,245 | 13.1% |
| Corporate - Investment Grade | $191,095,088 | 14.1% |
| U.S. Government/Agency | $284,609,705 | 21.0% |
| Total | $1,355,284,311 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE CREST EMBER | PEAK FUSION | VD3QWL8GR | GOD | 9.11% | $109,214,804 |
| BEACON VECTOR | HARBOR PATHWAY | ZAMMWFSY7 | KPPR | 12.54% | $90,443,352 |
| DELTA FUSION | HORIZON ALPHA | U5NWP8MDH | RFWQ | 1.03% | $116,575,669 |
| RADIAL VALUE | GLACIER MATRIX | P1CLWEO77 | DFN | 6.91% | $93,795,200 |
| NORTH FOCUS ATLAS | CREST EAGLE | XK1T7J0M5 | JHK | 9.88% | $68,790,391 |
| PRIME FRONTIER CAPITAL | CATALYST VERTEX | HY9IUJMB3 | JOR | 0.99% | $19,357,254 |
| PEAK UNISON ATLAS | LEGACY CREST | N0VLA4BGQ | NFV | 4.85% | $11,587,198 |
| MATRIX QUANTUM OPTIMA | BRIDGE HARBOR | 89NBXOG6I | ZGNYX | 11.44% | $59,943,028 |