MONROE VOS CONSULTING, INC.
CRD #107315 SEC #801-48058 HOUSTON, TX 713-227-0100
SEC Registered
Total AUM
$5.9B
Discretionary
$0
Employees
17
Clients
0
Accounts
578
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | NA | |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | NA | Control |
| SWANSON, JULIE, LYNN | I | ASSISTANT SECRETARY | NA | |
| SWANSON, JULIE, LYNN | I | ASSISTANT SECRETARY | NA | |
| SWANSON, JULIE, LYNN | I | ASSISTANT SECRETARY | NA | |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| VOS, TIMOTHY, JOHN | I | CO-CHAIRMAN | NA | Control |
| THE CAPFINANCIAL GROUP, LLC | DE | OWNER/MEMBER | E | Control |
| MONROE, JAMISON | I | CHAIRMAN | D | Control |
| MONROE, JAMISON | I | CHAIRMAN | D | Control |
| MONROE, JAMISON | I | CHAIRMAN | D | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| MONROE, JAMISON | I | CHAIRMAN/CEO/CFO | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| VOS, TIMOTHY, JOHN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| VOS, TIMOTHY, JOHN | I | PRESIDENT/COO | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | VICE CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | CO-CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | CO-CHAIRMAN | C | Control |
| VOS, TIMOTHY, JOHN | I | CO-CHAIRMAN | C | Control |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | SENIOR VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| CALLAHAN, TIMOTHY, ALSTON RUCKER | I | EXECUTIVE VICE PRESIDENT | A | |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | EVP/SECRETARY | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
| SWANSON, JULIE, LYNN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GOLDSTEIN, BENJAMIN, STUART | I | THE CAPFINANCIAL GROUP, LLC | F | Control |
| HOLLANDER, MICHAEL, S | I | THE CAPFINANCIAL GROUP, LLC | F | |
| HOYLE, WILSON, SMITH | I | THE CAPFINANCIAL GROUP, LLC | F | Control |
| MILLER, JAMES, FIELDING | I | THE CAPFINANCIAL GROUP, LLC | F | Control |
| ROCHE, COLLIN, EDWARD | I | THE CAPFINANCIAL GROUP, LLC | F | |
| SMITH, DASHA, MARIE | I | THE CAPFINANCIAL GROUP, LLC | F | |
| SOLOMON, ROBERT, G | I | THE CAPFINANCIAL GROUP, LLC | F | |
| SOLOMON, ROBERT, G | I | CAPFINANCIAL HOLDINGS, INC. | F | |
| Wilson, Mark, Sanford | I | THE CAPFINANCIAL GROUP, LLC | F | |
| GTCR FUND XII/B LP | DE | HALFTIME HOLDINGS LLC | E | Control |
| CAPFINANCIAL HOLDINGS, INC. | DE | THE CAPFINANCIAL GROUP, LLC | C | Control |
| HALFTIME HOLDINGS LLC | DE | THE CAPFINANCIAL GROUP, LLC | C | Control |
| MILLER, JAMES, FIELDING | I | CAPFINANCIAL HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Mar 27, 2023 REGISTERED
Notice Filings (7)
AL AR LA MI NH OK TX
Address
1001 MCKINNEYSUITE 1730
HOUSTON, TX 77002
United States
Phone: 713-227-0100