Monograph Wealth Advisors LLC

Monograph Wealth Advisors LLC is a Delaware Limited Liability Company with 8 employees, the majority of whom hold advisory roles. Though the number of clients the firm serves is unknown, its SEC status is listed as approved with a registration date of January 2, 2015.

• ALEXANDER JOSEPH YAFTALI

  MEMBER, CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• COYLE FAMILY TRUST

  MEMBER owns more than 25% but less than 50%

• JEFFERY LEE COYLE

  MANAGING MEMBER, CHIEF INVESTMENT OFFICER owns less than 5%

• JOLT C, INC.

  MEMBER owns more than 25% but less than 50%

• JOSEPH HAYWOOD CHRISMAN

  MANAGING MEMBER owns less than 5%

• SEAN MICHAEL SHANNON

  MANAGING MEMBER, CHIEF EXECUTIVE OFFICER owns less than 5%

• SHANNON FAMILY INC.

  MEMBER owns more than 25% but less than 50%

• CHRISMAN FAMILY TRUST

  MEMBER owns 75% or more

• JEFFERY LEE COYLE

  TRUSTEE owns 75% or more

• JOSEPH HAYWOOD CHRISMAN

  TRUSTEE owns 75% or more

• SEAN MICHAEL SHANNON

  TRUSTEE owns 75% or more

• SHANNON FAMILY TRUST

  MEMBER owns 75% or more

• COVE Street Capital LLC
• Curated Wealth Partners LLC
• KAYE Capital Management
• Granite Investment Partners LLC
• Envision Capital Management Inc
• Cetera Advisory Services LLC
• Griffin Capital Advisor LLC
• Century Park Capital Partners LLC
• Nassau Coramerica LLC
• Cambria Investment Management LP