Monograph Wealth Advisors, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 213
- Avg AUM / client
- $15.2M
- Accounts
- 1,125
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 144 positions, $1,054,725,190)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dfa Us Core Equity 2 Etf | ETF | $265,730,747 | 6,838,156 | 25.2% | 8.18% |
| 2 | Dfa World Ex Us Core Equity 2 Etf | ETF | $209,488,060 | 6,166,855 | 19.9% | 6.45% |
| 3 | Dfa Us Marketwide Value Etf | ETF | $49,180,523 | 1,014,868 | 4.66% | 1.51% |
| 4 | Dfa Us Targeted Value Etf | ETF | $45,695,307 | 731,710 | 4.33% | 1.41% |
| 5 | Dfa Us Core Equity 1 Etf | ETF | $37,417,809 | 519,115 | 3.55% | 1.15% |
| 6 | Dfa International Small Cap Value Etf | ETF | $35,895,836 | 910,138 | 3.4% | 1.11% |
| 7 | I Shares Core S&P 500 | ETF | $35,820,077 | 54,837 | 3.4% | 1.1% |
| 8 | I Shares 1 5 Year Investment Grade Corporate Bond Etf | ETF | $33,459,397 | 636,594 | 3.17% | 1.03% |
| 9 | Apple | COM | $31,313,754 | 123,385 | 2.97% | 0.96% |
| 10 | Dfa Emerging Markets Core Equity 2 Etf | ETF | $31,175,667 | 902,335 | 2.96% | 0.96% |
| 11 | Nvidia | COM | $19,382,407 | 111,131 | 1.84% | 0.6% |
| 12 | Dfa Us Small Cap Etf | ETF | $19,192,345 | 269,821 | 1.82% | 0.59% |
| 13 | Dimensional International Core Equity Market Etf | ETF | $14,574,546 | 374,090 | 1.38% | 0.45% |
| 14 | Alphabet Inc Cap Stk | COM | $13,953,969 | 48,525 | 1.32% | 0.43% |
| 15 | Vanguard Total Market Index Etf | ETF | $13,108,257 | 40,860 | 1.24% | 0.4% |
| 16 | Dfa Intl Value Etf | ETF | $12,731,936 | 241,227 | 1.21% | 0.39% |
| 17 | Dfa Us Large Cap Value Etf | ETF | $10,542,592 | 295,228 | 1.0% | 0.32% |
| 18 | Vanguard Short Term Treasury Etf Iv | ETF | $9,750,489 | 166,561 | 0.92% | 0.3% |
| 19 | Dfa Inflation Protected Securities Etf | ETF | $9,736,416 | 233,375 | 0.92% | 0.3% |
| 20 | Amazon.Com | COM | $7,165,738 | 34,406 | 0.68% | 0.22% |
| 21 | Alphabet Inc Cap Stk Cl C | COM | $6,823,904 | 23,788 | 0.65% | 0.21% |
| 22 | Kimberly Clark | COM | $6,562,446 | 67,135 | 0.62% | 0.2% |
| 23 | Vanguard Small Cap Value Etf | ETF | $6,353,422 | 29,245 | 0.6% | 0.2% |
| 24 | Meta Platforms, Inc | COM | $6,267,241 | 10,954 | 0.59% | 0.19% |
| 25 | Dfa Intl Core Equity 2 Etf | ETF | $5,782,266 | 162,743 | 0.55% | 0.18% |
Top 25 of 144 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $20.5M | 0.63% |
| High net worth individuals | 153 | $2.9B | 89.9% |
| Charitable organizations | 6 | $245M | 7.54% |
| Corporations and other businesses | 1 | $63.6M | 1.96% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan Paul Hastings Llp | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Joseph Yaftali | Member, Chief Investment Officer | CFA | Mar 2015 (11y) | ≈ 3.75% – 10% via Alexander J. Yaftali Family Trust |
| Coyle, Jeffery, Lee | Trustee | Mar 2015 (11y) | ≈ 3.75% – 10% via Coyle Family Trust | |
| Joseph Haywood Chrisman | Co Managing Member | CFA | Jul 2015 (11y) | ≈ 18.75% – 50% via Jolt C, Inc. |
| Sean Michael Shannon | Co Managing Member | CFP CFA | Jul 2015 (11y) | ≈ 18.75% – 50% via Shannon Family Inc. |
| Matthew Brendan Haefner | Trustee | CFP | Jan 2017 (10y) | ≈ 0% – 5% via Teme Inc. |
| Coco M Lorenzo | Member | CFP | Apr 2022 (4y) | ≈ 0% – 5% via Lazel Inc. |
| Gregory, Claire, Arden | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Miguel Vincente Irazabal | Registered representative | CFP | Apr 2023 (3y) | |
| William James Martinet | Registered representative | Jun 2023 (3y) | ||
| Alexandra Morgan Ong | Registered representative | Jul 2025 (1y) | ||
| Bradley Nelson Klahn | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shannon Family Inc. | Member | Jul 2018 | A | 25% – 50% |
| Jolt C, Inc. | Member | Jul 2018 | A | 25% – 50% |
| Coyle Family Trust | Member | Dec 2015 | A | 5% – 10% |
| Alexander J. Yaftali Family Trust | Member | Jul 2022 | A | 5% – 10% |
| Lazel Inc. | Member | Jul 2022 | A | Less than 5% |
| Teme Inc. | Member | Jul 2022 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alexander Joseph Yaftali: 75% – 100% of Alexander J. Yaftali Family Trust × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Coyle, Jeffery, Lee: 75% – 100% of Coyle Family Trust × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Joseph Haywood Chrisman: 75% – 100% of Jolt C, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Sean Michael Shannon: 75% – 100% of Shannon Family Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Matthew Brendan Haefner: 75% – 100% of Teme Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
- Coco M Lorenzo: 75% – 100% of Lazel Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan | Paul Hastings Llp | 2,507 | $1.1B | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CUSTOM WEALTH PLANNING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.8B (56% of AUM) Mar 2026
- Charles Schwab & Co. $1.4B (43% of AUM) Mar 2026
- Pershing $153M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗