THE MONITOR GROUP, INC.

THE MONITOR GROUP, INC. of MARTINEZ, GA is an SEC-registered investment adviser (CRD 126576). Regulatory assets under management: $167.2M.

Registration

• CRD: 126576
• SEC file number: 801-121908
• Type: Registered investment adviser
• Location: 534 BLACKBURN DRIVE, MARTINEZ, GA, 30907
• Phone: 706-854-8040
• Latest filing: 2026-03-20
• Regulatory AUM: $167.2M
• Discretionary AUM: $165.8M
• Non-discretionary AUM: $1.5M
• Clients: 3
• Accounts: 654

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 126576 on SEC IAPD (source of record)
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