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| Monument Capital Management LLC
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|
|---|---|
| CRD # | 159882 |
| SEC # | 801-76802 |
| CIK # | 0001729428 |
| AUM | $399.8 MM (2023-03-09) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 703-504-9600 |
| Address | 1701 Duke Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 8.4 | |
| NUE | 28,726.7 | 5.6 | |
| AAPL | 2,382,844.0 | 5.4 | |
| CVX | 294,604.1 | 4.2 | |
| GWW | 23,029.0 | 4.2 | |
| CAT | 99,975.7 | 4.1 | |
| UPS | 157,208.0 | 4.1 | |
| GPC | 19,179.1 | 4.1 | |
| XOM | 385,508.3 | 3.9 | |
| WM | 61,816.0 | 3.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 28.2 |
| (b) Individuals (high net worth individuals) | 115 | 371.7 |
| (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 | 837 | 399.8 |
| By Discretionary | ||
| Discretionary | 747 | 385.9 |
| Non-Discretionary | 90 | 13.9 |
| Total | 837 | 399.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.8 | |
| Total | 837 | 399.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729428] |
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|---|---|---|
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