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| Monument Capital Management LLC
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|---|---|
| CRD # | 159882 |
| SEC # | 801-76802 |
| CIK # | 0001729428 |
| AUM | 531.7 M (2026-03-24) |
| Employees | 11 (73% 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 | 11.3 | ||
| Caterpillar Inc | 9.8 | ||
| Apple Inc | 8.5 | ||
| Comfort Systems USA Inc | 8.3 | ||
| Emcor Group Inc | 8.0 | ||
| Wal Mart Stores Inc | 6.5 | ||
| Alphabet Inc | 6.2 | ||
| Ubiquiti Networks Inc | 5.9 | ||
| Caseys General Stores Inc | 5.6 | ||
| Anglogold Ashanti PLC | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 42.1 |
| (b) Individuals (high net worth individuals) | 105 | 489.6 |
| (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 | 841 | 531.7 |
| By Discretionary | ||
| Discretionary | 770 | 516.9 |
| Non-Discretionary | 71 | 14.8 |
| Total | 841 | 531.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 531.7 | |
| Total | 841 | 531.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729428] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collective Family Office LLC
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|
PA | 533.4 M |
|
Argonautica Private Wealth Management Inc
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XXI Wealth LLC
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IL | 531.5 M |
|
Ceeto Capital Group LLC
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FL | 531.4 M |
|
Brown Wealth Management LLC
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IL | 530.8 M |
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Santa Barbara Mgmt LLC
✚
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IL | 530.2 M |