MONETA GROUP INVESTMENT ADVISORS, LLC · Tank Allocator Loader

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MONETA GROUP INVESTMENT ADVISORS, LLC

UUIDac6f4a4e-380f-55b7-b25b-bb1bfc52e119

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	104727	104727	—	1.0
cik	0001120927	1120927	—	—
sec_file_number	801-34723	801-34723	—	—

Profile

Websitehttps://www.linkedin.com/company/moneta-group/

HQ CityST. LOUIS

HQ StateMO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)42,795,577,115.0
RAUM (discretionary)35,114,726,152.0
Actionable assets41,472,108,002.0
Accounts44,504.0

Institutional Clients

Government AUM—
Pension AUM4,494,767,972.0
Charitable AUM624,241,216.0
HNW AUM36,097,589,419.0

As of 2025-05-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BAILEY, NICOLE, LYNN	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5835678", "source": "adv_part1", "table": "Schedule_A_B"}
BARRALE, AMANDA, CLAIRE	CHIEF PLATFORM OFFICER	OFFICER	—	{"filing_id": "2014839", "owner_id": "7325533", "source": "adv_part1", "table": "Schedule_A_B"}
BOWLES, KEITH, JOHN	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "2966021", "source": "adv_part1", "table": "Schedule_A_B"}
FINERTY, LOGAN, WILLIAM	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5690834", "source": "adv_part1", "table": "Schedule_A_B"}
FREEMAN, TRAVIS, WILLIAM	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5088500", "source": "adv_part1", "table": "Schedule_A_B"}
HARMON, KARA, LEIGH	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "4457407", "source": "adv_part1", "table": "Schedule_A_B"}
JANES, JORDAN, C	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5300379", "source": "adv_part1", "table": "Schedule_A_B"}
KELSEN, ANDREW, KRISTIAN	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2014839", "owner_id": "1517644", "source": "adv_part1", "table": "Schedule_A_B"}
KITTNER, ERIC, MICHAEL	CEO & BOARD CHAIR	OFFICER	—	{"filing_id": "2014839", "owner_id": "4740097", "source": "adv_part1", "table": "Schedule_A_B"}
KRUGER, ADAM, CHARLES	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5949504", "source": "adv_part1", "table": "Schedule_A_B"}
MACHNOWSKI, MICHAEL, DAVID	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "3235215", "source": "adv_part1", "table": "Schedule_A_B"}
MCGINNIS, PATRICK, JOSEPH	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "4719104", "source": "adv_part1", "table": "Schedule_A_B"}
MONETA GROUP, LLC	MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SHEEHAN, JOSEPH, COLEMAN	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5829853", "source": "adv_part1", "table": "Schedule_A_B"}
SHERMAN, DAN, GEORGE	CHIEF TECHNOLOGY OFFICER	OFFICER	—	{"filing_id": "2014839", "owner_id": "2248367", "source": "adv_part1", "table": "Schedule_A_B"}
Wilkinson, Bethany, Ann	CHIEF TALENT OFFICER	OFFICER	—	{"filing_id": "2014839", "owner_id": "8068860", "source": "adv_part1", "table": "Schedule_A_B"}
WINEGRAD, KENNETH, JAKE	BOARD MEMBER	OFFICER	—	{"filing_id": "2014839", "owner_id": "5898725", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/08/2025 05:03:09 PM",
  "filing_id": "2014839",
  "reg_type": "IA"
}
```