# Monument Investments Inc.

> Monument Investments Inc. is a state-registered investment advisory firm in Albany, TX, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 110494
- Filed as: MONUMENT INVESTMENTS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albany, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110494
- AdvisorCensus page: https://advisorcensus.com/firm/monument-investments-inc-albany-tx-110494

## Quick answers

**How is Monument Investments Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Monument Investments Inc. 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 Investments Inc. located?**
Monument Investments Inc.'s principal office is in Albany, TX, according to its Form ADV.

**Is Monument Investments Inc. registered with the SEC or a state?**
Monument Investments Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110494.

**How much does Monument Investments Inc. manage?**
Monument Investments Inc. reports $44,041,627 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Monument Investments Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Monument Investments Inc. 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/110494

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,041,627
- Discretionary: $44,041,627
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $43,114,007 |
| Charitable organizations | Fewer than 5 | $927,620 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monument Investments Inc. (CRD 110494): Form ADV filing data as of October 2026.