RIA Intel›Advisers›Virginia›MONUMENT CAPITAL MANAGEMENT, LLC

MONUMENT CAPITAL MANAGEMENT, LLC

Advisory

N·ALEXANDRIA, VA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$532M

1-Year AUM Growth

+8.5%

3-Year CAGR

+6.3%

Employees

8

Assets Under Management

Total AUM$532M

Discretionary AUM$517M

Non-Discretionary AUM$15M

Discretionary %97.2%

Total Clients213

Team

Total Employees8

Investment Advisers11

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingJun 8, 2012

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONUMENT CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.