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Monorail Securities LLC

● SEC registered since 2016CRD 285309SEC# 801-108517Sarasota, FL
Export (members)
Reg. AUM
$295M
Employees
6
Accounts
1,948
Location
Sarasota, FL

Monorail Securities LLC assets under management

Monorail Securities LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2016. It reports $295 million in regulatory assets under management and employs 6 people.
www.monorail.comView on SEC.gov ↗

Monorail Securities LLC owners & executives

7 reported
NameTitleOwnershipSince
John Kermit TarletonChief Compliance OfficerUnder 5%2025
Monorail, Inc. ControlOwnerOver 75%2024
Phillip Bruce Dickson ControlManaging MemberUnder 5%2016
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Frequently asked questions

How much does Monorail Securities LLC manage?

Monorail Securities LLC reports $295 million in regulatory assets under management on its Form ADV.

How many employees does Monorail Securities LLC have?

Monorail Securities LLC reports 6 employees.

Where is Monorail Securities LLC located?

Monorail Securities LLC is based in Sarasota, FL and has been SEC-registered since 2016.

Does Monorail Securities LLC disclose fund performance?

Monorail Securities LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3322 Bee Ridge Rd, Suite 200, Sarasota, FL 34239
Phone(941) 925-2121
Fax(941) 925-2228
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$295M
Non-discretionary$0
Total (RAUM)$295M