# Monument Wealth Management

> 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.

- CRD: 159882
- Filed as: MONUMENT WEALTH MANAGEMENT
- Legal name: Monument Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159882
- AdvisorCensus page: https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 11, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $648,415,207
- Discretionary: $633,076,844
- Non-discretionary: $15,338,363

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $50,905,352 |
| High net worth individuals | 120 | $597,509,855 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, MD, NC, NJ, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monumentwealthmanagement.com
- Facebook @monumentwealthmanagement
- Instagram @monumentwealth
- LinkedIn @monument-wealth-management
- LinkedIn @bianca-san
- LinkedIn @catheendphelps
- LinkedIn @cecelia-gilliam-86339a252
- LinkedIn @david-nelson-cfa-cmaa-04351932
- LinkedIn @davidbarmstrong
- LinkedIn @dean-catino-cfp®-crpc®-cpwa®-6031121
- LinkedIn @emilietotten
- LinkedIn @emily-harper-cfp®-mwm
- LinkedIn @jessica-gibbs-cfp®-900489a
- LinkedIn @lucaswhodge
- LinkedIn @nate-tonsager-5a019b105
- X @monumentwealth
- YouTube @monumentwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,920,677 | 11 | July 14, 2021 |
| October 2022 | $424,886,137 | 10 | July 8, 2022 |
| October 2023 | $399,813,665 | 10 | May 15, 2023 |
| October 2024 | $433,823,870 | 10 | March 21, 2024 |
| October 2025 | $465,089,490 | 10 | March 22, 2025 |
| October 2026 | $648,415,207 | 11 | August 12, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monument Wealth Management (CRD 159882): Form ADV filing data as of October 2026.