Monograph Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Monograph Wealth Advisors reports 213 clients. They include 153 high-net-worth individuals, 53 individual clients and 6 charitable organizations. Of its assets, 97.4% ($3.16B across 1,097 accounts) are managed with discretion; $84.9M across 28 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 25% | <1% |
| High-net-worth individuals | 72% | 90% |
| Charitable organizations | 3% | 8% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 53 | $20.5M | 0.6% | $388K |
| High-net-worth individuals | 153 | $2.92B | 89.9% | $19.1M |
| Charitable organizations | 6 | $245M | 7.5% | $40.8M |
| Corporations and other businesses | 1 | $63.6M | 2.0% | $63.6M |
| Total | 213 | $3.25B | 100% | $15.2M |
- Clients
- 53
- Regulatory AUM
- $20.5M
- AUM share
- 0.6%
- Avg. per client
- $388K
- Clients
- 153
- Regulatory AUM
- $2.92B
- AUM share
- 89.9%
- Avg. per client
- $19.1M
- Clients
- 6
- Regulatory AUM
- $245M
- AUM share
- 7.5%
- Avg. per client
- $40.8M
- Clients
- 1
- Regulatory AUM
- $63.6M
- AUM share
- 2.0%
- Avg. per client
- $63.6M
Total
- Clients
- 213
- Regulatory AUM
- $3.25B
- AUM share
- 100%
- Avg. per client
- $15.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Monograph Wealth Advisors charges up to 1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $85,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Wealth Planning
- Separate wealth planning is a fixed fee, typically $100,000 to $600,000; one-time planning may instead be charged hourly, typically from $500.
Shannon Family Inc. owns 25% to 50% of Monograph Wealth Advisors and is in turn owned by Sean Shannon (75% or more). The leadership team of Monograph Wealth Advisors includes Chief Investment Officer Alexander Yaftali, Chief Operating Officer Claire Gregory and Chief Compliance Officer Debra Lynch. It has 20 employees, 10 of them in advisory roles.
Leadership
- Claire GregoryMember, Chief Operating Officer
- Debra LynchChief Compliance Officer
- Joseph ChrismanCo-Managing Member
- Sean ShannonCo-Managing Member
- Alexander YaftaliMember, Chief Investment Officer
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Joseph Haywood Chrisman
- Matthew Brendan Haefner
- Miguel Vincente Irazabal
- Bradley Nelson Klahn
- Scott Patrick Koch
- Coco M Lorenzo
- William James Martinet
- Alexandra Morgan Ong
- Sean Michael Shannon
- Alexander Joseph Yaftali
Staff
- 20 employees
- 10 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Monograph Wealth Advisors, LLC
Jeffery Coyle
Control person · since March 2015
- Owns 75% or more of Monograph Wealth Advisors, LLC
Coco Lorenzo
Control person · since July 2022
- Owns 75% or more of Monograph Wealth Advisors, LLC
Matthew Haefner
Control person · since July 2022
- Owns 25% to 50% of Monograph Wealth Advisors, LLC
Shannon Family Inc.
Control person · since July 2018
- Owns 75% or more of Shannon Family Inc.
Sean Shannon
Control person · since July 2015
- Owns 25% to 50% of Monograph Wealth Advisors, LLC
Jolt C, Inc.
Control person · since July 2018
- Owns 75% or more of Jolt C, Inc.
Joseph Chrisman
Control person · since July 2015
- Owns 5% to 10% of Monograph Wealth Advisors, LLC
Alexander J. Yaftali Family Trust
since July 2022
- Owns 75% or more of Alexander J. Yaftali Family Trust
Alexander Yaftali
Control person · since July 2022
Monograph Wealth Advisors’ regulatory assets grew 2.1× from $1.56B (March 2021) to $3.25B (September 2026); clients rose from 145 to 213 and employees from 12 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $3.25B | 213 | 20 | 1 |
| July 2025 | $2.58B | 197 | 16 | 1 |
| March 2024 | $2.23B | 180 | 15 | 1 |
| March 2023 | $1.78B | 176 | 11 | 1 |
| July 2022 | $1.97B | 165 | 11 | 1 |
| March 2021 | $1.56B | 145 | 12 | 1 |
Besides its headquarters, Monograph Wealth Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1230 Rosecrans Avenue, Suite 425, Manhattan BeachHQ
Other business names
Monograph Wealth Advisors has reported 1 other business name to the SEC.
- Monograph
Contact and registration details
- Legal name
- Monograph Wealth Advisors, LLC
- Headquarters
- 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA 90266
- Website
- monographwealth.com
- Phone
- 310-496-7377
- @monograph-wealth-advisors
- SEC file
- 801-80679
- Structure
- Delaware LLC
- Fiscal year end
- December
Monograph Wealth Advisors uses Fidelity ($1.82B, 56%) and Charles Schwab ($1.41B, 44%) as custodians for its separately managed accounts. Monograph Wealth Advisors has custody of $1.69B in client assets for 124 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.41B44%
- FidelityNational Financial Services LLC · Boston, MA · $1.82B56%
At year end, Monograph Wealth Advisors’ separately managed accounts were mostly in funds (72%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.22B across 143 positions; the largest are Dfa US Core Equity 2 ETF (25.7%), Dfa World Ex US Core Equity 2 ETF (19.6%) and Dfa US Marketwide Value ETF (4.6%).
What the accounts hold
- Stocks17%
- Funds72%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds2%
- Cash5%
- Other1%
- "other" includes private debt, private equity, and venture capital.1%
Reported 13F holdings
- $1.22B
- Reported 13F value
- 143
- Positions
- 73.6%
- In the 10 largest
- +15.5%
- Value vs. prior quarter
- Dfa US Core Equity 2 ETFETF25.7%
- Dfa World Ex US Core Equity 2 ETFETF19.6%
- Dfa US Marketwide Value ETFETF4.6%
- Dfa US Targeted Value ETFETF4.3%
- Dfa US Core Equity 1 ETFETF3.8%
- iShares Core S&P 500ETF3.4%
- iShares 1-5 Year Investment Grade Corporate Bond ETFETF3.3%
- Dfa International Small Cap Value ETFETF3.2%
- Dfa Emerging Markets Core Equity 2 ETFETF3.0%
- Apple2.4%
Together, the ten largest are 73.6% of reported value.
How many clients does Monograph Wealth Advisors have?
Monograph Wealth Advisors has 213 clients and manages $3.25 billion for them, as of September 2026. They include 153 high-net-worth individuals, 53 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Monograph Wealth Advisors offer?
Monograph Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Monograph Wealth Advisors charge?
Monograph Wealth Advisors charges up to 1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $85,000 annual minimum.
Source: MONOGRAPH WEALTH ADVISORS - FORM ADV PART 2A, filed 27 March 2026
Which custodians does Monograph Wealth Advisors use?
Monograph Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.82B and Charles Schwab & Co., Inc. (San Francisco, CA), with $1.41B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Monograph Wealth Advisors have?
Monograph Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 20 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Monograph Wealth Advisors invest in?
At the end of its last fiscal year, Monograph Wealth Advisors’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds and 1% other. The 1% other category is described as: "Other" Includes Private Debt, Private Equity, and Venture Capital.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Monograph Wealth Advisors?
Monograph Wealth Advisors is owned through a trust and holding companies by Joseph Chrisman, Sean Shannon and Alexander Yaftali. Its direct owners are Shannon Family Inc. (25% to 50%), Jolt C, Inc. (25% to 50%), Alexander J. Yaftali Family Trust (5% to 10%), Jeffery Coyle (75% or more), Coco Lorenzo (75% or more) and Matthew Haefner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Monograph Wealth Advisors get paid?
Monograph Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Monograph Wealth Advisors registered with the SEC?
Yes, Monograph Wealth Advisors has been registered with the SEC as an investment adviser since 2 January 2015. Its CRD number is 173949 and its SEC file number is 801-80679.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Monograph Wealth Advisors?
Monograph Wealth Advisors’ main office is at 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA 90266. Its phone number is 310-496-7377. Its website is monographwealth.com.