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MONUMENT ADVISERS LLC

Advisory

CARMEL, IN

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$127K
across 75 accounts
AUM per adviser
$2M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$10M
Discretionary %
99%
Clients
29
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$9M
Non-Discretionary AUM$100K
Discretionary %99%
Total Clients29
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

INDY ADVISORS, LLC.
$10M
ORG PRIVATE ADVISOR GROUP, LLC
ROANOKE, IN
$10M
I4 ADVISORS LLC
INDIANAPOLIS, IN
$10M
WILSON HOLDINGS LLC
$10M
DOYLE INVESTMENT MANAGEMENT
$10M
DAUBLE+WORTHINGTON CAPITAL MANAGEMENT, LLC
$9M

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