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Monetary Solutions, Ltd. (Dayton)


Monetary Solutions, Ltd. is an adviser based in Dayton. It manages $45.5 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Ohio.

Monetary Solutions provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monetary Solutions: assets under management

The assets under management (AUM) of Monetary Solutions, Ltd. is $45.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $529.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monetary Solutions, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dayton

The principal office where Monetary Solutions, Ltd. performs its advisory services is located at 3066 Kettering Blvd., Dayton, OH 45439, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-297-1140 or by fax 937-297-1143. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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