William Earl Monroe
Investment adviser representative at Aull & Monroe
37 yearsExperience
1 stateRegistered in
$323.2MFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
37 years in the industry.
- Aull & MonroeDec 1989 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (AL).
Aull & Monroe
Legal name: Aull & Monroe Investment Management Corp
$323.2MAssets managed
190Clients
6Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2185266
- Firm CRD
- 104830