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Fee-only adviser · Irvington, VA

Monroe Capital Partners, LLC

From SEC and state Form ADV filingsUpdated 2026-11-07

Monroe Capital Partners, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Irvington, Virginia. On its latest Form ADV, filed March 31, 2026, it reports $94M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

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Key facts from Form ADV

RegistrationState-registered: Virginia
Firm CRD number168275
Office4507 Irvington Road, Suite 100
Irvington, VA 22480
Phone(757) 220-1022
Websitewww.monroecapitalpartners.com
Regulatory assets under management$94M
Individual clients15 non-high-net-worth, 29 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Fixed fee
ServicesPortfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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