Monument Advisers Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 331623
· Carmel, IN
· www.monumentadvisers.com
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ADV data as of Mar 19, 2026
- Regulatory AUM
- $9.5M
- Discretionary
- $9.4M
- Clients
- 29
- Avg AUM / client
- $329K
- Accounts
- 75
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $3.6M | 38.2% |
| High net worth individuals | 5 | $1.9M | 19.8% |
| Charitable organizations | 1 | $2.4M | 24.7% |
| Corporations and other businesses | 1 | $1.7M | 17.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Frank Mohlman | Registered representative | May 2024 (2y) | ||
| Park Elim Leacock | Registered representative | Sep 2024 (2y) | ||
| Michael Samuel Shrift | Registered representative | Oct 2024 (2y) | ||
| Thomas Christopher Rooney | Registered representative | Jul 2025 (1y) | ||
| Jeffrey David Hutson | Registered representative | May 2026 (0y) |
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) | 03/19/2026 | 1.01 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $7.7M (80% of AUM) Mar 2026
- Charles Schwab & Co. $1.9M (20% of AUM) Mar 2026
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 19, 2026.
View current Form ADV (SEC/IAPD) ↗