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RIA / WealthAdvisor36 years in industry

JOHN MARK MONROE

Advisor at MONROE CAPITAL PARTNERS, LLC

IRVINGTON, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2001 to Sep 14, 2026

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

Current firm: MONROE CAPITAL PARTNERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 28, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 28, 1989
First registration: Feb 9, 2001
Dual registered: no
Other names: MARK MONROE
IAPD individual key: 2003487

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONROE CAPITAL PARTNERS, LLC	State registered	Jan 9, 2024	n/a	yes	IRVINGTON, VA	Current employment
MONROE CAPITAL PARTNERS, LLC	State registered	Jan 16, 2020	Dec 31, 2023	no	IRVINGTON, VA	Previous registration
MONROE CAPITAL PARTNERS, LLC	State registered	Jan 17, 2019	Dec 31, 2019	no	IRVINGTON, VA	Previous registration
CAPES CAPITAL MANAGEMENT, INC.	Former SEC adviser	Oct 21, 2013	Aug 2, 2018	no	WILLIAMSBURG, VA	Previous registration
MONROE CAPITAL PARTNERS, LLC	State registered	Jul 12, 2013	Dec 31, 2018	no	IRVINGTON, VA	Previous registration
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Sep 29, 2006	May 14, 2013	no	WILLIAMSBURG, VA	Previous registration
BI INVESTMENTS, LLC	n/a	Jan 5, 2004	Dec 20, 2005	no	WILLIAMSBURG, VA	Previous registration
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Feb 24, 2003	Sep 21, 2006	no	WILLIAMSBURG, VA	Previous registration
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Feb 9, 2001	Dec 31, 2002	no	WILLIAMSBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MONROE CAPITAL PARTNERS, LLC	CAPES CAPITAL MANAGEMENT, INC.	Dec 31, 2018	Oct 21, 2013	-1,897	Firm change after gap	Other
CAPES CAPITAL MANAGEMENT, INC.	MONROE CAPITAL PARTNERS, LLC	Aug 2, 2018	Jan 17, 2019	168	Firm change	Other
CHESAPEAKE WEALTH MANAGEMENT	MONROE CAPITAL PARTNERS, LLC	May 14, 2013	Jul 12, 2013	59	Firm change	Other
CHESAPEAKE WEALTH MANAGEMENT	BI INVESTMENTS, LLC	Sep 21, 2006	Jan 5, 2004	-990	Firm change after gap	Other
BI INVESTMENTS, LLC	CHESAPEAKE WEALTH MANAGEMENT	Dec 20, 2005	Sep 29, 2006	283	Firm change	Other

Relationships

Registered with (4)

→ MONROE CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 16, 2020 to Dec 31, 2023factForm ADV
→ CAPES CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 21, 2013 to Aug 2, 2018factForm ADV
→ CHESAPEAKE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 29, 2006 to May 14, 2013factForm ADV
→ BI INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 5, 2004 to Dec 20, 2005factForm ADV

Dated events

No dated event names this entity yet.