# MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 104727
- Type: SEC-registered investment adviser
- SEC file number: 801-34723
- Location: 190 CARONDELET PLAZA, SUITE 1200, ST. LOUIS, MO, 63105
- Phone: 314-726-2300
- Latest filing: 2026-03-31
- Regulatory AUM: $50.5B
- Discretionary AUM: $42.6B
- Non-discretionary AUM: $8.0B
- Clients: 585
- Accounts: 48,410

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (71)

_Showing 25 of 71 people._

| Name | Role | Location |
| --- | --- | --- |
| Eric Michael Kittner | BOARD MEMBER; CEO & BOARD CHAIR | — |
| Keith John Bowles | BOARD MEMBER; PRESIDENT/CHIEF OPERATING OFFICER | — |
| Patrick Joseph Mcginnis | BOARD MEMBER | — |
| Joseph Coleman Sheehan | BOARD MEMBER | — |
| Kenneth Jake Winegrad | BOARD MEMBER | — |
| Kara Leigh Harmon | BOARD MEMBER | — |
| Logan William Finerty | BOARD MEMBER | — |
| Michael David Machnowski | BOARD MEMBER | — |
| Adam Charles Kruger | CHIEF COMPLIANCE OFFICER | — |
| Nicole Lynn Bailey | BOARD MEMBER | — |
| Travis William Freeman | AD HOC BOARD MEMBER; BOARD MEMBER | — |
| Andrew Kristian Kelsen | CHIEF INVESTMENT OFFICER | — |
| Amanda Claire Barrale | CHIEF PLATFORM OFFICER | — |
| Dan George Sherman | CHIEF TECHNOLOGY OFFICER | — |
| Bethany Ann Wilkinson | CHIEF TALENT OFFICER | — |
| Jordan C Janes | BOARD MEMBER | — |
| Michael Thomas Carpenter | BOARD MEMBER | — |
| Timothy John Halls | BOARD MEMBER | — |
| SHEEHAN JOSEPH ALPHONSUS | CEO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; COMPLIANCE PRINCIPAL & "B" SHAREHOLDER (+4 more) | — |
| SCHICK PETER GREGORY | CHAIRMAN; CHAIRMAN/MANAGER; CHAIRMAN/MANAGER/MEMBER (+3 more) | — |
| BLAIR JAMES THOMAS | BOARD MEMBER; "B" SHARES SHAREHOLDER; MANAGER (+1 more) | — |
| FINERTY STEVEN LOGAN | BOARD MEMBER; "B" SHARES SHAREHOLDER; SECRETARY/BOARD MEMBER (+2 more) | — |
| KUKLA DONALD THOMAS | BOARD MEMBER; "B" SHARES SHAREHOLDER; EXECUTIVE VICE PRESIDENT/ BOARD MEMBER (+3 more) | — |
| OMEARA THOMAS EDWARD | "B" SHARES SHAREHOLDER; MANAGER; MANAGER/MEMBER | — |
| WEST DANIEL ALLEN | BOARD MEMBER; "B" SHARES SHAREHOLDER; MANAGER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104727/similar
- Related entities: https://search.stillhousedata.com/firm/104727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.