James Hobbs is a control person of Monetary Solutions and directly owns between 25% and 50% of it.
Monetary Solutions is an investment adviser based in Dayton, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $140 million, as filed on 18 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5062587
- Firm
- Monetary Solutions · CRD 121217
- Role
- Member/Secretary & Treasurer
- In role since
- January 2004 · 22 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Dayton, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does James Hobbs work?
James Hobbs has been Member/Secretary & Treasurer of Monetary Solutions, LTD. since January 2004, and is a control person of the firm.
How can I verify James Hobbs’ record?
James Hobbs’ role is listed on Monetary Solutions, LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121217.