# Blue Monarch Financial

Blue Monarch Financial is a RIA based in Greenville.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenville
- **Assets under management:** Undisclosed
- **Website:** https://bluemonarchfinancial.com

## Regulatory record

- **CRD number:** 330561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330561

## About

Blue Monarch Financial helps people retire well, providing protection and guidance for the retirement journey. The firm is known for guiding clients from hoping they can retire to knowing they can retire with confidence. Through precise analysis, proactive communication, and a deep understanding of each client’s goals, it helps clients go from ambiguity to assurance. Services include retirement income planning, long-term care, tax planning, estate planning, wealth management, 401(k) rollover, and insurance planning.

## People

- Brigette Engstrom — Founder & CEO
- Brian Megenity — Chief Compliance Officer
- Jonathan Frazier — Investment Advisor Representative

## Questions

### Who runs investment decisions at Blue Monarch Financial?

Blue Monarch Financial has not publicly named any investment principals, trustees, or operating executives. No regulatory filings, press releases, or media profiles identify the individuals responsible for asset allocation or direct investments. The governance structure is entirely opaque.

### Does Blue Monarch Financial participate in fund commitments or only direct deals?

The firm's investment approach — whether direct, fund-of-funds, co-investment, or a hybrid — is not publicly documented. The absence of any disclosed limited-partner positions or direct portfolio companies means no conclusions can be drawn about commitment preferences.

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Last updated: 2026-08-11T15:06:13.093Z

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