MONUMENT CAPITAL MANAGEMENT, LLC
Legal name: MONUMENT WEALTH MANAGEMENT
CRD #159882 SEC #801-76802 ALEXANDRIA, VA 703-504-9600
SEC Registered
Total AUM
$465.1M
Discretionary
$449.7M
Employees
10
Clients
101
Accounts
842
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $465.1M | $449.7M | $15.4M | 10 | 0 |
| Mar 2025 | $465.1M | $449.7M | $15.4M | 10 | 0 |
| Mar 2025 | $465.1M | $449.7M | $15.4M | 10 | 0 |
| Nov 2024 | $433.8M | $417.2M | $16.6M | 10 | 0 |
| Mar 2024 | $433.8M | $417.2M | $16.6M | 10 | 0 |
| Mar 2024 | $433.8M | $417.2M | $16.6M | 10 | 0 |
| Nov 2023 | $399.8M | $385.9M | $13.9M | 10 | 0 |
| May 2023 | $399.8M | $385.9M | $13.9M | 10 | 0 |
| Mar 2023 | $399.8M | $385.9M | $13.9M | 10 | 0 |
| Mar 2023 | $399.8M | $385.9M | $13.9M | 10 | 0 |
| Feb 2023 | $399.8M | $385.9M | $13.9M | 10 | 0 |
| Nov 2022 | $424.9M | $407.7M | $17.2M | 10 | 0 |
| Jul 2022 | $424.9M | $407.7M | $17.2M | 10 | 0 |
| Mar 2022 | $424.9M | $407.7M | $17.2M | 10 | 0 |
| Mar 2022 | $424.9M | $407.7M | $17.2M | 10 | 0 |
| Nov 2021 | $360.9M | $353.7M | $7.2M | 11 | 0 |
| Jul 2021 | $360.9M | $353.7M | $7.2M | 11 | 0 |
| Apr 2021 | $360.9M | $353.7M | $7.2M | 11 | 0 |
| Mar 2021 | $360.9M | $353.7M | $7.2M | 11 | 0 |
| Jun 2020 | $312.4M | $299.6M | $12.7M | 10 | 2 |
| Mar 2020 | $312.4M | $299.6M | $12.7M | 10 | 2 |
| Aug 2019 | $290.7M | $276.5M | $14.2M | 9 | 1 |
| Mar 2019 | $290.7M | $276.5M | $14.2M | 9 | 1 |
| Oct 2018 | $276.5M | $252.5M | $23.9M | 11 | 0 |
| Oct 2018 | $276.5M | $252.5M | $23.9M | 11 | 0 |
| Apr 2018 | $276.5M | $252.5M | $23.9M | 11 | 0 |
| Mar 2018 | $276.5M | $252.5M | $23.9M | 11 | 0 |
| Sep 2017 | $247.6M | $219.3M | $28.3M | 9 | 300 |
| Mar 2017 | $247.6M | $219.3M | $28.3M | 9 | 300 |
| Dec 2016 | $199.8M | $144M | $55.8M | 11 | 300 |
| Nov 2016 | $199.8M | $144M | $55.8M | 11 | 300 |
| Mar 2016 | $199.8M | $144M | $55.8M | 11 | 300 |
| Jan 2016 | $220.9M | $209.8M | $11.1M | 11 | 200 |
| Mar 2015 | $220.9M | $209.8M | $11.1M | 11 | 200 |
| May 2014 | $130M | $117M | $13M | 12 | 200 |
| Feb 2014 | $130M | $117M | $13M | 12 | 200 |
| Mar 2013 | $150M | $125M | $25M | 12 | 200 |
| Nov 2012 | $140M | $115M | $25M | 9 | 100 |
| Oct 2012 | $140M | $115M | $25M | -- | 100 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$465.1M
Discretionary$449.7M
Non-Disc.$15.4M
Employees10
Clients0
DateMar 2025
Total AUM$465.1M
Discretionary$449.7M
Non-Disc.$15.4M
Employees10
Clients0
DateMar 2025
Total AUM$465.1M
Discretionary$449.7M
Non-Disc.$15.4M
Employees10
Clients0
DateNov 2024
Total AUM$433.8M
Discretionary$417.2M
Non-Disc.$16.6M
Employees10
Clients0
DateMar 2024
Total AUM$433.8M
Discretionary$417.2M
Non-Disc.$16.6M
Employees10
Clients0
DateMar 2024
Total AUM$433.8M
Discretionary$417.2M
Non-Disc.$16.6M
Employees10
Clients0
DateNov 2023
Total AUM$399.8M
Discretionary$385.9M
Non-Disc.$13.9M
Employees10
Clients0
DateMay 2023
Total AUM$399.8M
Discretionary$385.9M
Non-Disc.$13.9M
Employees10
Clients0
DateMar 2023
Total AUM$399.8M
Discretionary$385.9M
Non-Disc.$13.9M
Employees10
Clients0
DateMar 2023
Total AUM$399.8M
Discretionary$385.9M
Non-Disc.$13.9M
Employees10
Clients0
DateFeb 2023
Total AUM$399.8M
Discretionary$385.9M
Non-Disc.$13.9M
Employees10
Clients0
DateNov 2022
Total AUM$424.9M
Discretionary$407.7M
Non-Disc.$17.2M
Employees10
Clients0
DateJul 2022
Total AUM$424.9M
Discretionary$407.7M
Non-Disc.$17.2M
Employees10
Clients0
DateMar 2022
Total AUM$424.9M
Discretionary$407.7M
Non-Disc.$17.2M
Employees10
Clients0
DateMar 2022
Total AUM$424.9M
Discretionary$407.7M
Non-Disc.$17.2M
Employees10
Clients0
DateNov 2021
Total AUM$360.9M
Discretionary$353.7M
Non-Disc.$7.2M
Employees11
Clients0
DateJul 2021
Total AUM$360.9M
Discretionary$353.7M
Non-Disc.$7.2M
Employees11
Clients0
DateApr 2021
Total AUM$360.9M
Discretionary$353.7M
Non-Disc.$7.2M
Employees11
Clients0
DateMar 2021
Total AUM$360.9M
Discretionary$353.7M
Non-Disc.$7.2M
Employees11
Clients0
DateJun 2020
Total AUM$312.4M
Discretionary$299.6M
Non-Disc.$12.7M
Employees10
Clients2
DateMar 2020
Total AUM$312.4M
Discretionary$299.6M
Non-Disc.$12.7M
Employees10
Clients2
DateAug 2019
Total AUM$290.7M
Discretionary$276.5M
Non-Disc.$14.2M
Employees9
Clients1
DateMar 2019
Total AUM$290.7M
Discretionary$276.5M
Non-Disc.$14.2M
Employees9
Clients1
DateOct 2018
Total AUM$276.5M
Discretionary$252.5M
Non-Disc.$23.9M
Employees11
Clients0
DateOct 2018
Total AUM$276.5M
Discretionary$252.5M
Non-Disc.$23.9M
Employees11
Clients0
DateApr 2018
Total AUM$276.5M
Discretionary$252.5M
Non-Disc.$23.9M
Employees11
Clients0
DateMar 2018
Total AUM$276.5M
Discretionary$252.5M
Non-Disc.$23.9M
Employees11
Clients0
DateSep 2017
Total AUM$247.6M
Discretionary$219.3M
Non-Disc.$28.3M
Employees9
Clients300
DateMar 2017
Total AUM$247.6M
Discretionary$219.3M
Non-Disc.$28.3M
Employees9
Clients300
DateDec 2016
Total AUM$199.8M
Discretionary$144M
Non-Disc.$55.8M
Employees11
Clients300
DateNov 2016
Total AUM$199.8M
Discretionary$144M
Non-Disc.$55.8M
Employees11
Clients300
DateMar 2016
Total AUM$199.8M
Discretionary$144M
Non-Disc.$55.8M
Employees11
Clients300
DateJan 2016
Total AUM$220.9M
Discretionary$209.8M
Non-Disc.$11.1M
Employees11
Clients200
DateMar 2015
Total AUM$220.9M
Discretionary$209.8M
Non-Disc.$11.1M
Employees11
Clients200
DateMay 2014
Total AUM$130M
Discretionary$117M
Non-Disc.$13M
Employees12
Clients200
DateFeb 2014
Total AUM$130M
Discretionary$117M
Non-Disc.$13M
Employees12
Clients200
DateMar 2013
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees12
Clients200
DateNov 2012
Total AUM$140M
Discretionary$115M
Non-Disc.$25M
Employees9
Clients100
DateOct 2012
Total AUM$140M
Discretionary$115M
Non-Disc.$25M
Employees--
Clients100
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0