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| Happy Holidays!! thanks for using AUM13F!! |
| Monument Capital Management LLC
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| CRD # | 159882 |
| SEC # | 801-76802 |
| CIK # | 0001729428 |
| AUM | $465.1 M (2025-03-22) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 703-504-9600 |
| Address | 1940 Duke Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.5 | ||
| Apple Inc | 6.8 | ||
| Emcor Group Inc | 6.4 | ||
| Caterpillar Inc | 5.9 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Priceline Com Inc | 5.2 | ||
| Grainger W W Inc | 5.1 | ||
| Netflix Inc | 4.7 | ||
| Royal Caribbean Cruises Ltd | 4.2 | ||
| McKesson Corp | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 36.7 |
| (b) Individuals (high net worth individuals) | 105 | 428.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 842 | 465.1 |
| By Discretionary | ||
| Discretionary | 752 | 449.7 |
| Non-Discretionary | 90 | 15.4 |
| Total | 842 | 465.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.1 | |
| Total | 842 | 465.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kercheville Advisors LLC
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|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
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|
FL | 0.5 |
|
Gray Private Wealth LLC
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MA | 0.5 |
|
William Joseph Capital Management Inc
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CT | 0.5 |
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Portfolio Advisory Council LLC
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TX | 0.5 |
|
Prosperity Planning Inc
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|
MO | 0.5 |
|
Oakstreet Wealth Management Inc
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|
TX | 0.5 |
|
Evergreen Advisors LLC
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|
TN | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.5 |