SourcingSourcing

THE MONITOR GROUP, INC.

B54
CRD 126576·SEC 801-121908·MARTINEZ, GA
AUM
$167.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$502K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE MONITOR GROUP, INC.
CRD
126576
SEC file #
801-121908
EIN
—
DBA names
—

Economics

AUM
$167.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$121.3M → $167.2M▲ +38%
Client mix
Individuals Other113
Individuals High Net Worth61

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
MARTINEZ GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
themonitorgroup.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCNAIR, PAUL, B
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCNAIR, PAUL, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEMONITORGROUP.NET
Rdap Domain Creation Date
2010-10-14T18:27:54Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2474
Soi Zip Pct 200k Plus
0.0727
Soi Zip Returns 200k Plus
1,680
Soi Zip Total AGI
1,991,199
Fdic Zip Total Deposits
25,007,653,000
Fdic Zip Branch Count
474
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Georgia Bank & Trust Company of Augusta

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Allied Bank of GeorgiaMartinez, GA
Allied Bank of GeorgiaMartinez, GA
Fdic Zip HHI
965.26
Fdic Zip Top Bank Share Pct
20.17
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-14T18:27:54Z
Rdap Domain Last Changed
2025-09-15T04:39:51Z
Rdap Nameservers
Ns1.turbify.comNs2.turbify.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI76,292
Returns6,010
Stub 2
AGI199,610
Returns5,430
Stub 3
AGI224,866
Returns3,630
Soi Zip Total Business Income
53,361
Soi Zip Total Cap Gains
84,501
Soi Zip Total Dividends
35,929
Soi Zip Total Returns
23,120
Top Owner CRD
6020439
Trust Company Affiliate
No

People (3)

3
MCNAIR, PAUL, B
IAR · Direct Owner · 87.5%
6020439
Mark Robert Holdwick
IAR
7425613
JOHN GLENNON O'CONNELL
IAR
867729