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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONEYWATCH ADVISORS, INC.

MAI, INC., CRD 107337

LEXINGTON, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb0bd7f-69da-8d3f-dd92-3d8cf27e6858

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2012 to Mar 25, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $330MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $330M
Private client RAUM: $330MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $165Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 384
Individual clients: 384
Custody, client assets: $7.2M
SEC number: 801-26952
CRD: 107337
Filings on the tape: 23
First filed: Mar 16, 2012
Latest filed: Mar 25, 2026
Organised: Corporation, KY
Website: moneywatchadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RAMSEY PIERSE BOVA	Certified Financial Planner	LEXINGTON, KY	5	28	n/a	no
Stephen Byars	Certified Financial Planner	LEXINGTON, KY	0	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOVA, RAMSEY, PIERSE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	01/2008	Mar 16, 2012	Mar 28, 2024
Byars, Stephen	CHIEF INVESTMENT OFFICER	Na	no	03/2021	Mar 30, 2021	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$330M	$330M	6	3	0	n/a	n/a
2024	Mar 25, 2025	$291M	$291M	5	3	0	n/a	n/a
2023	Mar 28, 2024	$248M	$248M	5	3	0	n/a	n/a
2022	Mar 29, 2023	$210M	$210M	5	4	0	n/a	n/a
2021	Mar 29, 2022	$244M	$244M	5	4	0	n/a	n/a
2020	Mar 30, 2021	$206M	$206M	5	4	0	n/a	n/a
2019	Mar 3, 2020	$179M	$179M	6	4	1	n/a	n/a
2018	Mar 28, 2019	$146M	$146M	8	4	1	n/a	n/a
2017	Mar 26, 2018	$152M	$152M	7	4	2	n/a	n/a
2016	Mar 10, 2017	$137M	$137M	7	4	n/a	n/a	n/a
2015	Mar 8, 2016	$121M	$121M	6	3	n/a	n/a	n/a
2014	Mar 27, 2015	$124M	$124M	5	3	n/a	n/a	n/a
2013	Feb 19, 2014	$118M	$118M	5	3	n/a	n/a	n/a
2012	Mar 27, 2013	$112M	$112M	5	3	n/a	n/a	n/a
2011	Mar 16, 2012	$98.6M	$98.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$330M	$291M	13.2%	$210M	16.2%	6	5	0	0

Relationships

Registered with (2)

← Stephen ByarsAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← RAMSEY PIERSE BOVAAdvisorregistration: current employment
May 12, 2021 to presentfactForm ADV

Controls (1)

← BOVA, RAMSEY, PIERSEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 16, 2012 to Mar 28, 2024factForm ADV

Owns (1)

← Byars, StephenOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2021 to Mar 28, 2024factForm ADV

Dated events

Occurred
May 23, 2019
Succession filed (Item 4)
Moneywatch Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bb0bd7f-69da-8d3f-dd92-3d8cf27e6858
First observed: Mar 16, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONEYWATCH ADVISORS, INC.

MAI, INC., CRD 107337

LEXINGTON, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb0bd7f-69da-8d3f-dd92-3d8cf27e6858

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAMSEY PIERSE BOVA

Certified Financial Planner

LEXINGTON, KY

n/a

Stephen Byars

Certified Financial Planner

LEXINGTON, KY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOVA, RAMSEY, PIERSE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2008

Mar 16, 2012

Mar 28, 2024

Byars, Stephen

CHIEF INVESTMENT OFFICER

03/2021

Mar 30, 2021

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$330M

n/a

2024

Mar 25, 2025

$291M

n/a

2023

Mar 28, 2024

$248M

n/a

2022

Mar 29, 2023

$210M

n/a

2021

Mar 29, 2022

$244M

n/a

2020

Mar 30, 2021

$206M

n/a

2019

Mar 3, 2020

$179M

n/a

2018

Mar 28, 2019

$146M

n/a

2017

Mar 26, 2018

$152M

n/a

2016

Mar 10, 2017

$137M

n/a

2015

Mar 8, 2016

$121M

n/a

2014

Mar 27, 2015

$124M

n/a

2013

Feb 19, 2014

$118M

n/a

2012

Mar 27, 2013

$112M

n/a

2011

Mar 16, 2012

$98.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$330M

$291M

13.2%

$210M

16.2%