Monument Capital Management, Llc
- Regulatory AUM
- $532M
- Discretionary
- $517M
- Clients
- 215
- Avg AUM / client
- $2.5M
- Accounts
- 841
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 217 positions, $399,106,902)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $11,300,952 | 30,529 | 2.83% | 2.13% |
| 2 | Caterpillar Inc | COM | $9,780,829 | 13,806 | 2.45% | 1.84% |
| 3 | Apple Inc | COM | $8,452,662 | 33,306 | 2.12% | 1.59% |
| 4 | Ishares Tr | CORE S&P TTL STK | $8,400,807 | 58,982 | 2.1% | 1.58% |
| 5 | Comfort Sys Usa Inc | COM | $8,318,385 | 6,032 | 2.08% | 1.56% |
| 6 | Emcor Group Inc | COM | $8,028,570 | 10,874 | 2.01% | 1.51% |
| 7 | Ishares Tr | RUS 1000 GRW ETF | $7,369,200 | 17,282 | 1.85% | 1.39% |
| 8 | Ishares Tr | RUS 1000 ETF | $7,071,514 | 19,833 | 1.77% | 1.33% |
| 9 | Ishares Tr | RUS MDCP VAL ETF | $6,693,838 | 45,930 | 1.68% | 1.26% |
| 10 | Walmart Inc | COM | $6,507,736 | 52,363 | 1.63% | 1.22% |
| 11 | Alphabet Inc | CAP STK CL A | $6,208,412 | 21,590 | 1.56% | 1.17% |
| 12 | Ubiquiti Inc | COM | $5,865,202 | 7,422 | 1.47% | 1.1% |
| 13 | Ishares Tr | US OIL EQ&SV ETF | $5,701,239 | 196,934 | 1.43% | 1.07% |
| 14 | Caseys Gen Stores Inc | COM | $5,567,878 | 7,650 | 1.4% | 1.05% |
| 15 | First Tr Exchange Traded Fd | INDLS PROD DUR | $5,214,935 | 63,885 | 1.31% | 0.98% |
| 16 | Invesco Qqq Tr | UNIT SER 1 | $5,171,810 | 8,960 | 1.3% | 0.97% |
| 17 | Select Sector Spdr Tr | STATE STREET COM | $5,103,262 | 46,033 | 1.28% | 0.96% |
| 18 | Ishares Tr | NORTH AMERN NAT | $5,022,675 | 79,801 | 1.26% | 0.94% |
| 19 | Anglogold Ashanti Plc | COM SHS | $4,961,174 | 50,957 | 1.24% | 0.93% |
| 20 | Ishares Tr | JPMORGAN USD EMG | $4,942,623 | 52,620 | 1.24% | 0.93% |
| 21 | Vanguard Scottsdale Fds | INT-TERM CORP | $4,869,119 | 58,841 | 1.22% | 0.92% |
| 22 | Mckesson Corp | COM | $4,853,983 | 5,609 | 1.22% | 0.91% |
| 23 | Ralph Lauren Corp | CL A | $4,832,126 | 14,047 | 1.21% | 0.91% |
| 24 | Ishares Tr | US AER DEF ETF | $4,739,656 | 21,667 | 1.19% | 0.89% |
| 25 | Ishares Tr | 3 7 YR TREAS BD | $4,631,093 | 39,048 | 1.16% | 0.87% |
Top 25 of 217 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $42.1M | 7.92% |
| High net worth individuals | 105 | $490M | 92.1% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Bruce Armstrong | Managing Member And Chief Compliance Officer | CFA | Jun 2012 (14y) | 25% – 50% |
| Dean Joseph Catino | Member | CFP | Jun 2012 (14y) | 25% – 50% |
| Emily Marie Harper | Member / Vice President | CFP | Oct 2017 (9y) | Less than 5% |
| Jessica Lydia Gibbs | Member / Vice President | CFP | Oct 2018 (8y) | Less than 5% |
| Cathleen Deronja Phelps | Registered representative | Feb 2022 (4y) | ||
| Nathan Wade Tonsager | Registered representative | Jun 2022 (4y) | ||
| Bianca Sophie San | Registered representative | CFP | Jul 2025 (1y) | |
| Lucas Walter Hodge | Registered representative | Mar 2026 (0y) | ||
| David Richard Nelson | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $493M (93% of AUM) Mar 2026
- LPL Financial $30.0M (10% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗