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Member/secretary & Treasurer · Monetary Solutions, LTD.

James C. Hobbs

CRD 5062587 · Named on Form ADV at one SEC-registered adviser

At a glance

Monetary Solutions, LTD., an SEC-registered wealth manager based in Dayton, OH with $140 million in regulatory assets, lists James C. Hobbs on its Form ADV as Member/secretary & Treasurer, a control person.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.