MONSOUR ADVISORY SERVICES, INC.

MONSOUR ADVISORY SERVICES, INC. of ROANOKE, VA is an SEC-registered investment adviser (CRD 134333). Regulatory assets under management: $98.8M.

Registration

• CRD: 134333
• Type: Registered investment adviser
• Location: 2762 ELECTRIC ROAD, ROANOKE, VA, 24018
• Phone: 540-989-6578
• Latest filing: 2026-03-31
• Regulatory AUM: $98.8M
• Discretionary AUM: $87.0M
• Non-discretionary AUM: $11.8M
• Clients: 1
• Accounts: 399

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134333 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search