MONUMENT WEALTH MANAGEMENT
MONUMENT CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for MONUMENT WEALTH MANAGEMENT last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 731 | $417.2M |
| Non-Discretionary | 95 | $16.6M |
| Total | 826 | $433.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 99 | $31.8M |
| HNW Individuals | 107 | $402.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
1940 DUKE STREETSUITE 6100
ALEXANDRIA
VA
United States
Monday - Friday, 9AM TO 5PM
Tel: 703-504-9600, Fax: None
Websites
www.linkedin.com/in/dean-catino-cfp%c2%ae-crpc%c2%ae-cpwa%c2%ae-60311211/
www.linkedin.com/company/monument-wealth-management/k
www.linkedin.com/in/catheendphelps/
www.linkedin.com/in/jessica-gibbs-cfp%c2%ae-900489a/
www.linkedin.com/in/emily-harper-cfp%c2%ae-mwm/
www.linkedin.com/in/heavengoodwin/
www.youtube.com/user/monumentwealth
www.linkedin.com/in/erinhay/
www.monumentwealthmanagement.com
www.linkedin.com/in/nate-tonsager-5a019b105
www.linkedin.com/in/emilietotten/
www.instagram.com/monumentwealth/
www.linkedin.com/in/davidbarmstrong/
twitter.com/monumentwealth
www.facebook.com/monumentwealthmanagement/
www.linkedin.com/in/cecelia-gilliam-86339a252/
Chief Compliance Officer
DAVID ARMSTRONG
PRESIDENT
1940 DUKE STREET
SUITE 6100
ALEXANDRIA
VA
United States
Tel:
703-504-9600
D**************@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/2012 | 25-50% |
| CATINO, DEAN, JOSEPH | Individual | – | MEMBER | 06/2012 | 25-50% |
| GIBBS, JESSICA, LYDIA | Individual | – | MEMBER / VICE PRESIDENT | 07/2021 | < 5% |
| HARPER, EMILY, MARIE | Individual | – | MEMBER / VICE PRESIDENT | 07/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 229K | 2K | – |
| ABBVIE INC | COM | 1M | 7K | – |
| AFLAC INC | COM | 342K | 4K | – |
| ALPHABET INC | CAP STK CL A | 4M | 24K | – |
| ALPHABET INC | CAP STK CL C | 674K | 4K | – |
| AMAZON COM INC | COM | 1M | 7K | – |
| AMERICAN EXPRESS CO | COM | 231K | 997 | – |
| AMERICAN INTL GROUP INC | COM NEW | 292K | 4K | – |
| AMGEN INC | COM | 643K | 2K | – |
| APPLE INC | COM | 7M | 32K | – |
| APPLIED MATLS INC | COM | 3M | 15K | – |
| ARCH CAP GROUP LTD | ORD | 636K | 6K | – |
| ARES CAPITAL CORP | COM | 585K | 28K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 262K | 1K | – |
| AUTOZONE INC | COM | 394K | 133 | – |
| BADGER METER INC | COM | 3M | 15K | – |
| BANK AMERICA CORP | COM | 235K | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 371K | 913 | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 402K | 13K | – |
| BLOCK H & R INC | COM | 3M | 52K | – |
| BOOKING HOLDINGS INC | COM | 3M | 829 | – |
| BOSTON SCIENTIFIC CORP | COM | 239K | 3K | – |
| BROADCOM INC | COM | 5M | 3K | – |
| BUILDERS FIRSTSOURCE INC | COM | 340K | 2K | – |
| CABOT CORP | COM | 3M | 27K | – |
| CARDINAL HEALTH INC | COM | 439K | 4K | – |
| CARETRUST REIT INC | COM | 309K | 12K | – |
| CASEYS GEN STORES INC | COM | 3M | 8K | – |
| CATERPILLAR INC | COM | 5M | 15K | – |
| CBOE GLOBAL MKTS INC | COM | 202K | 1K | – |
| CENCORA INC | COM | 362K | 2K | – |
| CHEVRON CORP NEW | COM | 988K | 6K | – |
| CINTAS CORP | COM | 221K | 316 | – |
| CISCO SYS INC | COM | 578K | 12K | – |
| CITIGROUP INC | COM NEW | 254K | 4K | – |
| CLEAN HARBORS INC | COM | 3M | 13K | – |
| COCA COLA CO | COM | 1M | 17K | – |
| COCA COLA CONS INC | COM | 4M | 4K | – |
| CONOCOPHILLIPS | COM | 205K | 2K | – |
| CONSOLIDATED EDISON INC | COM | 480K | 5K | – |
| COSTCO WHSL CORP NEW | COM | 681K | 801 | – |
| D R HORTON INC | COM | 3M | 19K | – |
| DECKERS OUTDOOR CORP | COM | 3M | 3K | – |
| DELL TECHNOLOGIES INC | CL C | 660K | 5K | – |
| DILLARDS INC | CL A | 304K | 690 | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 355K | 11K | – |
| DOW INC | COM | 330K | 6K | – |
| EAGLE MATLS INC | COM | 3M | 12K | – |
| EATON CORP PLC | SHS | 757K | 2K | – |
| ELEVANCE HEALTH INC | COM | 284K | 524 | – |
| ELI LILLY & CO | COM | 3M | 3K | – |
| EMCOR GROUP INC | COM | 4M | 12K | – |
| EMERSON ELEC CO | COM | 205K | 2K | – |
| EMPIRE ST RLTY TR INC | CL A | 430K | 46K | – |
| EOG RES INC | COM | 211K | 2K | – |
| EVERCORE INC | CLASS A | 4M | 17K | – |
| EXXON MOBIL CORP | COM | 2M | 16K | – |
| FAIR ISAAC CORP | COM | 606K | 407 | – |
| FIRST BANCORP P R | COM NEW | 207K | 11K | – |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 5M | 106K | – |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 5M | 70K | – |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 739K | 57K | – |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 1M | 25K | – |
| FIRSTCASH HOLDINGS INC | COM | 2M | 20K | – |
| GAP INC | COM | 2M | 97K | – |
| GARTNER INC | COM | 474K | 1K | – |
| GE AEROSPACE | COM NEW | 446K | 3K | – |
| GILEAD SCIENCES INC | COM | 334K | 5K | – |
| GRAINGER W W INC | COM | 4M | 5K | – |
| GRAND CANYON ED INC | COM | 2M | 18K | – |
| HELMERICH & PAYNE INC | COM | 232K | 6K | – |
| HENRY JACK & ASSOC INC | COM | 431K | 3K | – |
| HERCULES CAPITAL INC | COM | 377K | 18K | – |
| HOME DEPOT INC | COM | 2M | 5K | – |
| HONEYWELL INTL INC | COM | 230K | 1K | – |
| HUBBELL INC | COM | 3M | 8K | – |
| ILLINOIS TOOL WKS INC | COM | 460K | 2K | – |
| INOTIV INC | COM | 54K | 32K | – |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | 631K | 18K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 7M | 183K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 14K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 502K | 16K | – |
| INVESCO QQQ TR | UNIT SER 1 | 15M | 31K | – |
| IRON MTN INC DEL | COM | 869K | 10K | – |
| ISHARES TR | RUS 1000 VAL ETF | 232K | 1K | – |
| ISHARES TR | RUS 1000 GRW ETF | 334K | 917 | – |
| ISHARES TR | CORE S&P US GWT | 551K | 4K | – |
| ISHARES TR | CORE S&P TTL STK | 28M | 239K | – |
| ISHARES TR | JPMORGAN USD EMG | 6M | 70K | – |
| ISHARES TR | BROAD USD HIGH | 6M | 171K | – |
| ISHARES TR | ESG SCRND S&P500 | 206K | 5K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 20K | – |
| JABIL INC | COM | 2M | 22K | – |
| JPMORGAN CHASE & CO. | COM | 3M | 14K | – |
| KLA CORP | COM NEW | 396K | 480 | – |
| KONTOOR BRANDS INC | COM | 203K | 3K | – |
| LAM RESEARCH CORP | COM | 338K | 317 | – |
| LAMAR ADVERTISING CO NEW | CL A | 318K | 3K | – |
| LENNAR CORP | CL A | 211K | 1K | – |
| LOCKHEED MARTIN CORP | COM | 590K | 1K | – |
| LOWES COS INC | COM | 313K | 1K | – |
| LPL FINL HLDGS INC | COM | 3M | 9K | – |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 309K | 3K | – |
| MARATHON PETE CORP | COM | 3M | 18K | – |
| MARRIOTT INTL INC NEW | CL A | 205K | 849 | – |
| MASTERCARD INCORPORATED | CL A | 808K | 2K | – |
| MCDONALDS CORP | COM | 510K | 2K | – |
| MCKESSON CORP | COM | 991K | 2K | – |
| MERCK & CO INC | COM | 1M | 9K | – |
| META PLATFORMS INC | CL A | 413K | 819 | – |
| MGIC INVT CORP WIS | COM | 3M | 141K | – |
| MICROSOFT CORP | COM | 14M | 31K | – |
| MURPHY OIL CORP | COM | 236K | 6K | – |
| MURPHY USA INC | COM | 5M | 10K | – |
| NETAPP INC | COM | 2M | 18K | – |
| NRG ENERGY INC | COM NEW | 2M | 27K | – |
| NUCOR CORP | COM | 744K | 5K | – |
| NVIDIA CORPORATION | COM | 2M | 18K | – |
| NVR INC | COM | 205K | 27 | – |
| NXP SEMICONDUCTORS N V | COM | 241K | 895 | – |
| OMNICOM GROUP INC | COM | 553K | 6K | – |
| ORACLE CORP | COM | 950K | 7K | – |
| OREILLY AUTOMOTIVE INC | COM | 624K | 591 | – |
| PACCAR INC | COM | 3M | 32K | – |
| PACKAGING CORP AMER | COM | 324K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 254K | 502 | – |
| PEPSICO INC | COM | 416K | 3K | – |
| PHILLIPS 66 | COM | 3M | 20K | – |
| PROCTER AND GAMBLE CO | COM | 4M | 22K | – |
| PROGRESSIVE CORP | COM | 3M | 13K | – |
| PULTE GROUP INC | COM | 5M | 42K | – |
| QUALCOMM INC | COM | 3M | 16K | – |
| QUANTA SVCS INC | COM | 2M | 6K | – |
| RADIANT LOGISTICS INC | COM | 435K | 77K | – |
| RALPH LAUREN CORP | CL A | 3M | 15K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 3M | 13K | – |
| RELIANCE INC | COM | 3M | 9K | – |
| ROSS STORES INC | COM | 202K | 1K | – |
| ROYAL CARIBBEAN GROUP | COM | 350K | 2K | – |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 5M | 54K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 5M | 59K | – |
| SERVICE CORP INTL | COM | 929K | 13K | – |
| SILA REALTY TRUST INC | COMMON STOCK | 499K | 24K | – |
| SIMON PPTY GROUP INC NEW | COM | 792K | 5K | – |
| SL GREEN RLTY CORP | COM | 327K | 6K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 331K | 845 | – |
| SPDR S&P 500 ETF TR | TR UNIT | 962K | 2K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 6M | 63K | – |
| STEEL DYNAMICS INC | COM | 291K | 2K | – |
| STRYKER CORPORATION | COM | 219K | 645 | – |
| SUPER MICRO COMPUTER INC | COM | 4M | 5K | – |
| SYNOPSYS INC | COM | 1M | 2K | – |
| TANGER INC | COM | 404K | 15K | – |
| TEXAS INSTRS INC | COM | 464K | 2K | – |
| THE CIGNA GROUP | COM | 207K | 625 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 479K | 867 | – |
| TJX COS INC NEW | COM | 912K | 8K | – |
| TOPBUILD CORP | COM | 3M | 7K | – |
| TRANE TECHNOLOGIES PLC | SHS | 258K | 784 | – |
| TRAVELERS COMPANIES INC | COM | 259K | 1K | – |
| TRUIST FINL CORP | COM | 867K | 22K | – |
| UNION PAC CORP | COM | 219K | 966 | – |
| UNITED PARCEL SERVICE INC | CL B | 383K | 3K | – |
| UNITED RENTALS INC | COM | 3M | 5K | – |
| UNITEDHEALTH GROUP INC | COM | 949K | 2K | – |
| VALERO ENERGY CORP | COM | 427K | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 8K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 544K | 5K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 6M | 74K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 17M | 336K | – |
| VECTOR GROUP LTD | COM | 284K | 27K | – |
| VISA INC | COM CL A | 2M | 6K | – |
| WALMART INC | COM | 2M | 28K | – |
| WASTE MGMT INC DEL | COM | 1M | 5K | – |
| WELLS FARGO CO NEW | COM | 588K | 10K | – |
| WELLTOWER INC | COM | 460K | 4K | – |
| WILLIAMS SONOMA INC | COM | 4M | 14K | – |
| WORTHINGTON ENTERPRISES INC | COM | 2M | 46K | – |