MONETARY MANAGEMENT GROUP INC

CRD

110284

SEC file #

801-18512

EIN

431581414

DBA names

—

Economics

AUM

$492.3M

AUM band

$100M-$500M

AUM trajectory

'20 · $378.6M

'21 · $388.7M

'22 · $465.8M

'23 · $454.4M

'25 · $492.3M

'26 · $492.3M

'20'26

$378.6M → $492.3M▲ +30%

sec adv history

Client mix

Individuals High Net Worth	112
Individuals Other	34
Pension Profit Sharing Plans	8
Charitable Organizations	5
Insurance Companies	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 5 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

6 advisors → 4 advisors▼ -33%

sec adv history

Primary office

ST LOUIS MO

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

01/05/2026

monetarymanagementgroup.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WRIGHT, THOMAS, GEORGE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WRIGHT, THOMAS, GEORGE

WRIGHT JR, TOM, GEORGE

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

MONETARYMANAGEMENTGROUP.COM

Rdap Domain Creation Date

2003-06-11T18:42:58Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

460,199

Form 5500 Compensation Trajectory 3y

2026	329,320
2025	130,879

Form 5500 Plan Count Trajectory 3y

2025	4
2026	1

Schedule C Total Compensation

460,199

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001133014

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2001-02-12

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001214659-26-006077

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

13537 BARRETT PARKWAY DR, SUITE 325ST LOUIS, MO 63125

Business

13537 BARRETT PARKWAY DR, SUITE 325ST LOUIS, MO 63125

Edgar EIN

431581414

Edgar Recent Filings

13F-HR2026-05-13 · 0001214659-26-006077

13F-HR2026-02-11 · 0001214659-26-001476

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2031-06-11T18:42:58Z

Rdap Domain Last Changed

2026-04-10T13:12:27Z

Rdap Nameservers

Ns35.worldnic.comNs36.worldnic.com

Rdap Secure Dns Enabled

Yes

Rdap Status

Client Transfer Prohibited

Top Owner CRD

1055948

Trust Company Affiliate