BLUE MONARCH FINANCIAL INC.

BLUE MONARCH FINANCIAL INC. of GREENVILLE, TX is an SEC-registered investment adviser (CRD 330561). Regulatory assets under management: $8.9M.

Registration

• CRD: 330561
• Type: Registered investment adviser
• Location: 2418 LEE STREET, GREENVILLE, TX, 75401
• Phone: 469-933-1125
• Latest filing: 2026-07-20
• Regulatory AUM: $8.9M
• Discretionary AUM: $8.9M
• Clients: 3
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: 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 330561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search