M
$139.7M Total AUM
$139.7M Disc. AUM
6.0% 3Y CAGR
1 Employees
125 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
3066 Kettering Blvd Dayton OH
About Monetary Solutions, Ltd.
Monetary Solutions, Ltd. is a Dayton-based RIA. The firm has been operating for 26 years. Managing $139.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$139.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANTHONY A COLUSSI
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JAMES CHRISTOPHER HOBBS
Partner, Secretary, TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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J
Jacob R Adams
--
- CRD
- #7904434
Available
Available
Available
Showing 1 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,673,953 | $502,424 |
| Non-Discretionary | $0 | -- |
| Total | $139,673,953 | $502,424 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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