{
  "crd_number": 315979,
  "slug": "monocacy-wealth-management-llc-frederick-md-315979",
  "primary_business_name": "MONOCACY WEALTH MANAGEMENT, LLC",
  "legal_name": "MONOCACY WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Frederick",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-01-05",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 43455961.0,
  "raum_discretionary": 41135444.0,
  "raum_non_discretionary": 2320517.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1921.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5777494.0,
      "count": 41
    },
    "pension_profit_sharing": {
      "raum": 8747018.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 28514894.0,
      "count": 25
    },
    "corporations_other_businesses": {
      "raum": 414634.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "VA"
  ],
  "websites": [
    "https://facebook.com/monocacywealthmanagement",
    "https://linkedin.com/IN/CARTERSHAFFER",
    "https://mdsaves.org",
    "https://monacacywm.com",
    "https://monocacywm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315979",
  "city_as_filed": "FREDERICK",
  "url": "https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979",
  "display_name": "Monocacy Wealth Management, LLC",
  "summary": "Monocacy Wealth Management, LLC is a state-registered investment advisory firm in Frederick, MD, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Monocacy Wealth Management, LLC (CRD 315979): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Monocacy Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monocacy Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Monocacy Wealth Management, LLC located?",
      "a": "Monocacy Wealth Management, LLC's principal office is in Frederick, MD, according to its Form ADV."
    },
    {
      "q": "Is Monocacy Wealth Management, LLC registered with the SEC or a state?",
      "a": "Monocacy Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315979."
    },
    {
      "q": "How much does Monocacy Wealth Management, LLC manage?",
      "a": "Monocacy Wealth Management, LLC reports $43,455,961 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (95% discretionary)."
    },
    {
      "q": "How have Monocacy Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Monocacy Wealth Management, LLC: Regulatory assets under management: $0 in the October 2021 data and $43,455,961 in the October 2026 data. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monocacy Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (25); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Does Monocacy Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315979"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 43455961.0,
      "total_employees": 6,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 5777494.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 28514894.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 8747018.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1921.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 414634.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315979",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}