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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Monograph Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Monograph Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Monograph Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Monograph Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Monograph Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Monograph Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Monograph Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Monograph Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Monograph Wealth Advisors?","answer":"Monograph Wealth Advisors’ main office is at 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA 90266. Its phone number is 310-496-7377. 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