Carolyn Gerae Bowles

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 11/2022
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 09/2015 → 05/2017
  Peabody Energy
  St. Louis, MO
• 05/2017 → 11/2020
  Stay At Home Mother
  St. Louis, MO
• 04/2024 → 10/2025
  Albright Wealth Management, Llc
  Webster Groves, MO
• 05/2023 → 04/2024
  Albright Financial Llc
  Webster Groves, MO
• 03/2022 → 05/2023
  Argent Capital Management Llc
  Clayton, MO
• 10/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-08-05 → 2025-10-31
  Albright Wealth
  Clayton, MO
• 2021-04-12 → 2022-11-03
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

2024-Present: Swan Investment Properties, LLC/Not Investment Related/St Louis, MO/Privately held real estate entity for purpose of purchasing investment adviser's office property./Involves less than one percent time per month, including during traditional business hours.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-24

Other Names

• Carolyn Gerae Eylar
• Carolyn Gerae Gill