AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Muller & Monroe Asset Management,LLC

Muller & Monroe Asset Management,LLC is a fee-only, SEC-registered investment adviser in Chicago, Illinois, registered with the SEC since 2008, managing approximately $1.6B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #132073 · SEC #801-69275 · SEC-registered since 2008 (18 yrs) · Last filing data January 1, 2026

AUM
$1.6B

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
17

7 advisers

Assets per adviser

$232Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

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Overview

AI-generated summary

Muller & Monroe Asset Management,LLC is a fee-only, SEC-registered investment adviser based in Chicago, Illinois. It reported approximately $1.6B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
132073
SEC #
801-69275
Headquarters
Chicago, IL
Employees
17

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$1.6B
Assets under management by year
YearReported AUM
2026$1.6B

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Muller & Monroe Asset Management,LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Muller & Monroe Asset Management,LLC a fiduciary?+

Yes. Muller & Monroe Asset Management,LLC is an SEC-registered investment adviser (CRD #132073), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Muller & Monroe Asset Management,LLC compensated?+

Muller & Monroe Asset Management,LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Muller & Monroe Asset Management,LLC manage?+

Muller & Monroe Asset Management,LLC reported approximately $1.6B in regulatory assets under management as of its most recent Form ADV filing.

Does Muller & Monroe Asset Management,LLC have any disclosures?+

Muller & Monroe Asset Management,LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Muller & Monroe Asset Management,LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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