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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2019
- Office Locations
- 1
Office Locations
About Monroe Financial Inc.
Monroe Financial Partners is an independent specialist market maker in community bank and eligible private bank stocks, supported by proprietary research and long-standing relationships with bank management teams. The firm executes discreet block trades, designs share repurchase programs for thinly traded stocks, and sources/monitors hard-to-find preferred and value stocks, including names with limited public information. Affiliate of Performance Trust Capital Partners (Apr 2024).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 118 clients, or 118 clients per representative. That equates to $70.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Monroe Financial Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARC D FARMER
Chief Compliance Officer, Founder, President
- CRD
- #6512633
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,309,089 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,309,089 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monroe Financial Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.