Monorail Securities LLC
Monorail Securities LLC is an SEC-registered mass-market adviser in Sarasota, FL with $388.7M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Monorail Securities LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285309, SEC 801-108517, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $388.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Sarasota, FL
- Employees
- 7
- Clients
- 1,403
- CRD
- 285309
- Ownership
- DICKSON, PHILLIP, BRUCE; Bailey, Justin; SADZEWICZ, GERY, JOSEPH; HIXON, MARGARET, RUCKER; DICKSON, STUART, KENNETH
How much AUM does Monorail Securities LLC have?
Monorail Securities LLC reported $388.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Monorail Securities LLC?
Disclosed owners and executives of Monorail Securities LLC include DICKSON, PHILLIP, BRUCE, Bailey, Justin, SADZEWICZ, GERY, JOSEPH, HIXON, MARGARET, RUCKER, DICKSON, STUART, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.