MONTICELLO FINANCIAL ADVISORS

MONTICELLO FINANCIAL ADVISORS of MOUNT PLEASANT, TX is an SEC-registered investment adviser (CRD 322890). Regulatory assets under management: $2.8M.

Registration

• CRD: 322890
• Type: Registered investment adviser
• Location: 107 EAST ELEVENTH STREET, MOUNT PLEASANT, TX, 75455
• Phone: 903-573-7979
• Latest filing: 2026-05-08
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 3
• Accounts: 255

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search