AdvisorCensus / Financial advisors / District of Columbia / Washington / Monument Wealth Management
Monument Wealth Management
Filed as MONUMENT WEALTH MANAGEMENT · Legal name Monument Capital Management, LLC
Monument Wealth Management is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.
Quick answers
From the filingHow is Monument Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Monument Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Monument Wealth Management charge?
Its Form ADV Part 2A brochure dated August 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $2,500 to $25,000 (Financial Plans); Flat fee: up to $25,000 (limited consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Monument Wealth Management located?
Monument Wealth Management's principal office is in Alexandria, VA, according to its Form ADV.
Is Monument Wealth Management registered with the SEC or a state?
Monument Wealth Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159882.
How much does Monument Wealth Management manage?
Monument Wealth Management reports $648,415,207 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (98% discretionary).
How have Monument Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Monument Wealth Management: Regulatory assets under management: $360,920,677 in the October 2021 data and $648,415,207 in the October 2026 data, up 80%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Monument Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (120); individuals (other than high net worth individuals) (119).
Which custodians does Monument Wealth Management use?
Monument Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Monument Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159882
Does Monument Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated August 11, 2026 says: "Although we do not generally require an annual minimum fee for our investment advisory services, we do impose a minimum asset value of $3,000,000 for our investment advisory services."
What changed in Monument Wealth Management's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $531,711,630 to $648,415,207 (+22%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Our annual fee is negotiable and generally ranges up to a maximum annual fee of 1.50% of assets under management.
Account minimum: $3,000,000
The brochure's wording
Although we do not generally require an annual minimum fee for our investment advisory services, we do impose a minimum asset value of $3,000,000 for our investment advisory services.
Flat fee: $2,500 to $25,000 (Financial Plans)
The brochure's wording
Financial planning fees are charged on a fixed fee basis. ... Fixed fees generally range from $2,500 to $25,000 and are negotiable based on the actual services provided
Flat fee: up to $25,000 (limited consultation services)
The brochure's wording
Consultation fees can be charged as a fixed fee as determined jointly by you and us, and fees are disclosed prior to any services being provided. ... Fixed fees generally range from negotiable up to $25,000
As stated in the firm's Form ADV Part 2A brochure dated August 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$648,415,207 as of October 2026, filing dated August 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Monument Capital Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 11. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $648,415,207 | 11 | August 12, 2026 |
| October 2025 | $465,089,490 | 10 | March 22, 2025 |
| October 2024 | $433,823,870 | 10 | March 21, 2024 |
| October 2023 | $399,813,665 | 10 | May 15, 2023 |
| October 2022 | $424,886,137 | 10 | July 8, 2022 |
| October 2021 | $360,920,677 | 11 | July 14, 2021 |
Regulatory assets under management: $360,920,677 in the October 2021 data and $648,415,207 in the October 2026 data, up 80%.
Total employees: 11 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $531,711,630 to $648,415,207 (+22%).
- April 2026
- Regulatory assets under management went from $465,089,490 to $531,711,630 (+14%).
- December 2025
- No longer lists an office in Warrenton, VA.
- Registered or notice-filed in GA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Monument Wealth Management (CRD 159882): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882