MONETTA FINANCIAL SERVICES INC

CRD

105367

SEC file #

801-21477

EIN

363280018

DBA names

—

Economics

AUM

$144.8M

AUM band

$100M-$500M

AUM trajectory

'20 · $130.5M

'21 · $138.1M

'22 · $131.2M

'23 · $135.8M

'25 · $127.4M

'26 · $144.8M

'20'26

$130.5M → $144.8M▲ +11%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 2 advisors

'21 · 2 advisors

'22 · 2 advisors

'23 · 2 advisors

'25 · 3 advisors

'26 · 3 advisors

'20'26

2 advisors → 3 advisors▲ +50%

sec adv history

Primary office

WHEATON IL

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

monetta.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BACARELLA, ROBERT, SAMUEL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BACARELLA, ROBERT, SAMUEL

PONTARELLI, ANTHONY

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MONETTA.COM

Rdap Domain Creation Date

1996-11-08T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0000869179

Edgar Registered

Yes

Edgar Filing Count

111

Edgar First Filing Date

1999-05-12

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

107

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0000869179-26-000005

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

1776-A SOUTH NAPERVILLE RDSUITE 100WHEATON, IL 60189

Business

1776-A SOUTH NAPERVILLE RDSUITE 100WHEATON, IL 60189

Edgar EIN

363280018

Edgar Recent Filings

13F-HR2026-05-13 · 0000869179-26-000005

13F-HR2026-02-09 · 0000869179-26-000003

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-07T05:00:00Z

Rdap Domain Last Changed

2025-10-18T07:15:37Z

Rdap Nameservers

Ns1.dotster.comNs2.dotster.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

1522109

Trust Company Affiliate