CRD: 110284
Monetary Management Group INC
$492.3M Total AUM
$479.7M Disc. AUM
2.4% 3Y CAGR
6 Employees
161 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 02-01-1983
- Office Locations
- 1
Office Locations
13537 Barrett Parkway Drive Suite 325 ST Louis MO
About Monetary Management Group INC
Monetary Management Group INC is a ST Louis-based RIA. The firm has been operating for 43 years. Managing $492.3M in total assets under management, with 4 advisory representatives. They custody assets with RBC. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
56 AVG AGE
$123.1M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
25.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Focus catalyst
Client Personas
Pathway
Custodian
Crest Meridian
Investment Themes
Fusion Capital Legacy vertex Insight
Services
Timber north Signal Radial crest Meridian Timber
Technology
Ember
Owner & Executives
THOMAS GEORGE WRIGHT
Chief Executive Officer, FOUNDER, President
- CRD
- #1055948
- Ownership
- 75% or more
(803) 382-4561
ember.meridian@vertexcapital.com
in linkedin.com/in/signal-meridian
L
LISA WRIGHT BRUNTS
--
- CRD
- --
- Ownership
- 10% but less than 25%
(216) 981-2190
delta.meridian@unisoncapital.com
in linkedin.com/in/matrix-wave
O
Oak pioneer
Alpha summit
- CRD
- #19984
- Ownership
- 37.3%
(417) 217-6970
bridge.zenith@pioneercapital.com
in linkedin.com/in/atlas-ridge
Showing 2 of 5 owners & executives
Unlock allContacts
G
GEORGE T BIDLEMAN JR
President
- CRD
- #4293605
(226) 309-2309
horizon.focus@northcapital.com
in linkedin.com/in/summit-pathway
J
JOHN HENRY BLIXEN II
--
- CRD
- #1472218
(539) 441-6741
catalyst.ember@primecapital.com
in linkedin.com/in/vector-frontier
C
Capital harbor
North ember
- CRD
- #88828
(304) 276-8546
wave.ember@insightcapital.com
in linkedin.com/in/foundation-optima
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $479,732,962 | $1,642,921 |
| Non-Discretionary | $12,582,478 | $3,145,620 |
| Total | $492,315,440 | $1,663,228 |
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Separately Managed Accounts
Total SMA Asset: $492,315,440
Equity - Exchange:
26.5% U.S. Government/Agency:
30.0% Cash:
15.0% Corporate - Investment Grade:
5.5% Municipal Bonds:
9.2% Public Funds:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,336,106,088 | 26.5% |
| U.S. Government/Agency | $2,644,648,401 | 30.0% |
| Cash | $1,322,324,201 | 15.0% |
| Corporate - Investment Grade | $484,852,207 | 5.5% |
| Municipal Bonds | $811,025,510 | 9.2% |
| Public Funds | $1,216,538,264 | 13.8% |
| Total | $8,815,494,671 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL ALPHA | MOMENTUM WAVE | YL5IV1N90 | ZZIZ | 6.42% | $44,321,711 |
| PIONEER PIONEER RADIAL | BRIDGE DELTA | WAXFK6PFE | LPRAR | 1.00% | $29,862,249 |
| CREST VECTOR CAPITAL | BRIDGE VALUE | QF281DZV8 | GMDNV | 7.33% | $39,430,624 |
| CAPITAL TIMBER VERTEX | FUSION MOMENTUM | LFH6EBAVD | VVQ | 4.44% | $104,709,269 |
| OPTIMA CAPITAL | ATLAS UNISON | FJPMHE9GA | NUDDX | 7.03% | $16,118,723 |
| CAPITAL HORIZON | ELEMENT MOMENTUM | 5RA2BJNQO | OXXS | 3.55% | $96,659,669 |
| VITAL BEACON ATLAS | RIDGE NORTH | G1BHYK3B2 | OBR | 4.61% | $6,200,391 |
| CATALYST DELTA | WAVE CATALYST | 77PM7P3DZ | MRHA | 8.49% | $83,941,599 |