St. Louis, MO South Brentwood Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moneta Group Investment Advisors, LLC
Enterprise
Firm-wide stats for Moneta Group Investment Advisors, LLC
Clients per advisor
34 Very LowAvg AUM per client
$5,284,488 Very HighHNW client ratio
62% Very HighAbout
Moneta Group Investment Advisors serves a mix of high-net-worth individuals, families and family offices alongside institutional clients such as retirement plans, foundations and endowments. The firm provides discretionary and non‑discretionary portfolio management, financial planning and family office services, held‑away asset advice, and concierge offerings including bill pay and bookkeeping.
Investment decisions are made through a Partner‑led Team structure supported by a centralized Investments Department and an open‑architecture, multi‑criteria selection process that emphasizes asset allocation and manager due diligence. Moneta maintains Recommended/Watch/Sell lists, conducts ongoing monitoring and due diligence (including alternative procedures for “Second Segment” holdings), and manages proprietary multi‑strategy vehicles such as the Retirement Advocate Funds (RAFs).
Distinctive features include regular use of other registered advisers and sub‑advisers (for example, Argent, Parametric and Vanguard are referenced) with Moneta retaining supervisory responsibility over such allocations, and acting as sub‑advisor to RAFs (RAFs are limited to Moneta’s institutional 401(k) and retirement clients). The firm is also affiliated with Moneta Trust and has bank‑related referral and cash‑management arrangements (Enterprise Bank and Flourish are disclosed), and offers specialized services for groups with complex needs—such as professional and developing athletes—alongside its enterprise‑scale platform.
Expertise
Occupation focus
Location
100 South Brentwood Blvd
St. Louis MO 63105
Advisors at this office
8
Advisors at this office
David S
CFP®, PFS™, Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Allan C
CFP®, Series 63
St. Louis, MO
Moneta Group Investment Advisors, LLC
Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Kara H
CFP®, Series 63
St. Louis, MO
Moneta Group Investment Advisors, LLC
Kara Harmon is a CFP® professional with 21 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2005, currently serving as an advisor in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.
Eric K
CFP®, Series 66
St. Louis, MO
Moneta Group Investment Advisors, LLC
Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Timothy H
CFP®, CFA®, Series 66
St. Louis, MO
Moneta Group Investment Advisors, LLC
Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Diane C
CFP®, PFS™, Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Diane Compardo is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she holds Series 63 and Series 65 licenses. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and ongoing monitoring.
Douglas W
PFS™, Series 63
St. Louis, MO
Moneta Group Investment Advisors, LLC
Douglas Weber is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Moneta Group since 2005. Outside of his advisory role, Weber serves as chairman of the St. Louis Mens Group Against Cancer, a position he has held since 1995. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client base.
Michael J
PFS™, Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Michael Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Johnson has been with Moneta Group since 2005 and also operates his own CPA practice. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management alongside specialized services such as family office support and planning for professional athletes.
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