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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FoundationSummit +more
- Established Date
- 08-06-1981
- Office Locations
- 1
Office Locations
About Moneywatch Advisors, Inc.
Moneywatch Advisors is an independent, fee-only RIA in Lexington, KY providing integrated financial planning and discretionary investment management for retail clients, including business owners and entrepreneurs. As a fiduciary firm vetted on FeeOnlyNetwork.com (NAPFA standards), it does not sell commission products and does not offer stand-alone hourly/project planning—planning is bundled with ongoing advisory. Custody includes Charles Schwab.
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Owner & Executives
RAMSEY PIERSE BOVA
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5029923
- Ownership
- 75% or more
Stephen Byars
Certified Financial Planner, Chief Investment Officer
- CRD
- #7068766
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,735,069 | $858,685 |
| Non-Discretionary | $0 | -- |
| Total | $329,735,069 | $858,685 |
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Separately Managed Accounts
Total SMA Asset: $329,735,069
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $328,650,153 | 19.5% |
| Public Funds | $1,356,735,245 | 80.5% |
| Total | $1,685,385,398 | 100.0% |