Data / Investment advisers / Virginia / Monument Wealth Management
Monument Wealth Management, Alexandria, VA: $648 million AUM, SEC registered investment adviser
Monument Wealth Management is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $648 million in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 159882
- SEC file number
- 801-76802
- SEC status
- Approved, effective June 15, 2012
- Legal name
- Monument Capital Management, LLC
- Main office
- 1940 Duke Street Suite 6100, Alexandria, VA 22314
- Phone
- (703) 504-9600
- Regulatory AUM
- $648,415,207 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $633,076,844
- Non discretionary AUM
- $15,338,363
- Accounts
- 969
- Employees
- 11, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $597.5 million |
| Individuals (other than high net worth individuals) | 119 | $50.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $648.4 million | August 12, 2026 |
| April 1, 2026 | $531.7 million | March 24, 2026 |
| December 1, 2025 | $465.1 million | November 7, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Motley Fool Asset Management | Alexandria | $2.60 billion | Not listed | adviserinfo.sec.gov |
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | $1.42 billion | Not listed | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | Not listed | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Monument Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.