{
  "crd_number": 159882,
  "slug": "monument-wealth-management-alexandria-va-159882",
  "primary_business_name": "MONUMENT WEALTH MANAGEMENT",
  "legal_name": "MONUMENT CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Alexandria",
  "state": "VA",
  "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": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-06-15",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-12",
  "carried_forward": false,
  "raum_total": 648415207.0,
  "raum_discretionary": 633076844.0,
  "raum_non_discretionary": 15338363.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 50905352.0,
      "count": 119
    },
    "high_net_worth_individuals": {
      "raum": 597509855.0,
      "count": 120
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "GA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/monumentwealthmanagement",
    "https://instagram.com/monumentwealth",
    "https://linkedin.com/company/monument-wealth-management/k",
    "https://linkedin.com/in/bianca-san",
    "https://linkedin.com/in/catheendphelps",
    "https://linkedin.com/in/cecelia-gilliam-86339a252",
    "https://linkedin.com/in/david-nelson-cfa-cmaa-04351932",
    "https://linkedin.com/in/davidbarmstrong",
    "https://linkedin.com/in/dean-catino-cfp%c2%ae-crpc%c2%ae-cpwa%c2%ae-6031121",
    "https://linkedin.com/in/emilietotten",
    "https://linkedin.com/in/emily-harper-cfp%c2%ae-mwm",
    "https://linkedin.com/in/jessica-gibbs-cfp%c2%ae-900489a",
    "https://linkedin.com/in/lucaswhodge",
    "https://linkedin.com/in/nate-tonsager-5a019b105",
    "https://monumentwealthmanagement.com",
    "https://x.com/monumentwealth",
    "https://youtube.com/user/monumentwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159882",
  "city_as_filed": "ALEXANDRIA",
  "url": "https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882",
  "display_name": "Monument Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Monument Wealth Management (CRD 159882): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Monument Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Monument Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Monument Wealth Management located?",
      "a": "Monument Wealth Management's principal office is in Alexandria, VA, according to its Form ADV."
    },
    {
      "q": "Is Monument Wealth Management registered with the SEC or a state?",
      "a": "Monument Wealth Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159882."
    },
    {
      "q": "How much does Monument Wealth Management manage?",
      "a": "Monument Wealth Management reports $648,415,207 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (98% discretionary)."
    },
    {
      "q": "How have Monument Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Monument Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (120); individuals (other than high net worth individuals) (119)."
    },
    {
      "q": "Which custodians does Monument Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Monument Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Monument Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Monument Wealth Management's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 360920677.0,
      "total_employees": 11,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 424886137.0,
      "total_employees": 10,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 399813665.0,
      "total_employees": 10,
      "filing_date": "2023-05-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 433823870.0,
      "total_employees": 10,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 465089490.0,
      "total_employees": 10,
      "filing_date": "2025-03-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 648415207.0,
      "total_employees": 11,
      "filing_date": "2026-08-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $531,711,630 to $648,415,207 (+22%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $465,089,490 to $531,711,630 (+14%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "No longer lists an office in Warrenton, VA.",
        "Registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $25,000 (Financial Plans)",
      "Flat fee: up to $25,000 (limited consultation services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee is negotiable and generally ranges up to a maximum annual fee of 1.50% of assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $25,000 (Financial Plans)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $25,000 (limited consultation services)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "Financial Plans"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 25000.0,
          "period": "one_time",
          "service": "limited consultation services"
        }
      ]
    },
    "quotes": [
      "Our annual fee is negotiable and generally ranges up to a maximum annual fee of 1.50% of assets under management.",
      "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.",
      "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",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 119,
      "fewer_than_5": false,
      "raum": 50905352.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 120,
      "fewer_than_5": false,
      "raum": 597509855.0
    }
  ],
  "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/159882",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}