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Kyle Sitomer

Moneta Group Investment Advisors, LLC

Mission Woods, KS

St. Louis, MO

CRD 7078776

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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:

Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-08-21
MO RA APPROVED 2026-08-21
  • KS RA
    APPROVED
    Since 2026-08-21
  • MO RA
    APPROVED
    Since 2026-08-21

Branch Locations

1900 Shawnee Mission Pkwy Suite 225, Mission Woods, KS 66205 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors, Llc St. Louis MO 06/2026 Present
Palmer Square Capital Management Mission Woods KS 05/2022 06/2026
American Century Investments Kansas City MO 03/2019 05/2022
The Redwood Group Mission KS 06/2018 03/2019
Seaboard Corporation Shawnee Mission KS 10/2016 05/2018
Pricewaterhousecoopers Kansas City MO 09/2014 09/2016
  • 06/2026 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 05/2022 → 06/2026
    Palmer Square Capital Management
    Mission Woods, KS
  • 03/2019 → 05/2022
    American Century Investments
    Kansas City, MO
  • 06/2018 → 03/2019
    The Redwood Group
    Mission, KS
  • 10/2016 → 05/2018
    Seaboard Corporation
    Shawnee Mission, KS
  • 09/2014 → 09/2016
    Pricewaterhousecoopers
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

View on SEC IAPD

Nearby Firms

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
PALMER SQUARE BDC ADVISOR LLC

Nearby Investors

CHRISTOPHER DALE LONG
JAY Ryan LIEBERMAN
Jarett Atkins

Nearby Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE BDC ADVISOR LLC · MISSION WOODS, KS

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