# BLUE MONARCH FINANCIAL INC.

BLUE MONARCH FINANCIAL INC. of GREENVILLE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 330561
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330561/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330561/similar
- Related entities: https://search.stillhousedata.com/firm/330561/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330561

---

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.