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- Custodian
- Fidelity/NFS ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2005
- Office Locations
- 1
Office Locations
About Monsour Advisory Services, Inc.
Monsour Advisory Services, Inc. is an independent RIA in Roanoke, VA serving retail and institutional clients with asset management and financial planning, including estate and tax planning and portfolio construction. The firm emphasizes asset-allocation portfolios using public funds and fixed income (U.S. government/agency and investment-grade corporate bonds), with some ETF exposure. Custody includes Fidelity/NFS and TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 88.1% is discretionary and 11.9% is non-discretionary.
The firm reports 1 advisory representatives and 122 clients, or 122 clients per representative. That equates to $810.0K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ANDREW MICHAEL MONSOUR
Chief Compliance Officer, President
- CRD
- #2589093
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,046,025 | -- |
| Non-Discretionary | $11,776,333 | -- |
| Total | $98,822,358 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monsour Advisory Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.