# Monument Advisers

> Monument Advisers is a state-registered investment advisory firm in Carmel, IN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 331623
- Filed as: MONUMENT ADVISERS
- Legal name: Monument Advisers LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331623
- AdvisorCensus page: https://advisorcensus.com/firm/monument-advisers-carmel-in-331623

## Quick answers

**How is Monument Advisers compensated?**
On its Form ADV (Item 5.E, October 2026), Monument Advisers reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Monument Advisers located?**
Monument Advisers' principal office is in Carmel, IN, according to its Form ADV.

**Is Monument Advisers registered with the SEC or a state?**
Monument Advisers is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331623.

**How much does Monument Advisers manage?**
Monument Advisers reports $9,544,067 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (99% discretionary).

**What types of clients does Monument Advisers serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (5); charitable organizations (1).

**Does Monument Advisers report any disciplinary disclosures?**
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/331623

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,544,067
- Discretionary: $9,444,293
- Non-discretionary: $99,774

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $3,642,592 |
| High net worth individuals | 5 | $1,890,000 |
| Charitable organizations | 1 | $2,360,403 |
| Corporations or other businesses not listed above | 1 | $1,651,072 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monumentadvisers.com
- LinkedIn @monument-advisers

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monument Advisers (CRD 331623): Form ADV filing data as of October 2026.