SourcingSourcing

MONETARY SOLUTIONS, LTD.

B59
CRD 121217·SEC 801-120450·DAYTON, OH
AUM
$139.7M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$419K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONETARY SOLUTIONS, LTD.
CRD
121217
SEC file #
801-120450
EIN
311557424
DBA names
—

Economics

AUM
$139.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$128.0M → $139.7M▲ +9%
Client mix
Individuals Other85
Individuals High Net Worth38
Charitable Organizations1
Corporations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
DAYTON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLUSSI, ANTHONY, A
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
COLUSSI, ANTHONY, A
HOBBS, JAMES, CHRISTOPHER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002112370
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-23
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0002112370-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0926
Soi Zip Pct 200k Plus
0.0073
Soi Zip Returns 200k Plus
40
Soi Zip Total AGI
268,871
Fdic Zip Total Deposits
785,038,000
Fdic Zip Branch Count
66
Fdic Zip Top Banks
Keybank National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3066 KETTERING BLVDDAYTON, OH 45439
Business
3066 KETTERING BLVDDAYTON, OH 45439
Edgar EIN
311557424
Edgar Recent Filings
13F-HR2026-05-01 · 0002112370-26-000002
13F-HR2026-02-23 · 0002112370-26-000001
Fdic Zip Branches Raw
Society National BankMoraine, OH
Bank One, Dayton, National AssociationMoraine, OH
Fdic Zip HHI
1637.93
Fdic Zip Top Bank Share Pct
26.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,935
Returns1,690
Stub 2
AGI65,281
Returns1,760
Stub 3
AGI64,016
Returns1,050
Soi Zip Total Business Income
7,542
Soi Zip Total Cap Gains
4,479
Soi Zip Total Dividends
1,763
Soi Zip Total Returns
5,510
Top Owner CRD
5951413
Trust Company Affiliate
No

People (6)

6
WALKER, BRIAN, JAMES
IAR · Direct Owner · 37.5%
6437209
COLUSSI, ANTHONY, A
Direct Owner · 37.5%
5951413
HOBBS, JAMES, CHRISTOPHER
Direct Owner · 37.5%
5062587
Huelsman, Toby, L
Direct Owner · 37.5%
7501180
HABITZ, CHRISTIAN, NATHANIEL
IAR
4436200
CONNOR JAMES HICKEY
IAR
6949279