MONUMENT CAPITAL MANAGEMENT

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Monument Capital Management is based out of Alexandria. Monument Capital Management is a large advisory firm with 190 clients and discretionary assets under management (AUM) of $299,647,190 (Form ADV from 2020-06-08). Their last reported 13F filing for Q2 2020 included $170,003,000 in managed 13F securities and a top 10 holdings concentration of 29.76%. Monument Capital Management's largest holding is iShares Trust S&P 1500 Index Fund (ETF) with shares held of 164,605. Whalewisdom has at least 12 13F filings

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06/30/2020

13F Activity

  • Market Value $170.003 Million
  • Prior Market Value $139.095 Million
  • New Purchases20 stocks
  • Additional Purchases23 stocks
  • Sold out of8 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 29.76 %
  • Turnover % [1]:35.44%
  • Turnover Alt % [2]: 24.48 %
  • Time Held Top20:3.15 quarters
  • Time Held Top10:3.90 quarters
  • Time Held All:6.61 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.83%
Performance Last 4 Quarters: -0.51%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MONUMENT WEALTH MANAGEMENT
1701 DUKE STREET SUITE 425
ALEXANDRIA VA    22314
Country: United States

Business Phone: 703-504-9600
Fax: 703-504-9607
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 29,600,000
Total Number of Clients: 190
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-06-08
Name Title Start Date Direct/Indirect % Ownership
ARMSTRONG, DAVID, BRUCE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-06-01
CATINO, DEAN, JOSEPH MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MEMBER direct 2012-06-01

MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-03-22
Name Title Start Date Direct/Indirect % Ownership

MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-08-14
Name Title Start Date Direct/Indirect % Ownership
ARMSTRONG, DAVID, BRUCE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-06-01
CATINO, DEAN, JOSEPH MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MEMBER direct 2012-06-01

MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
ARMSTRONG, DAVID, BRUCE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-06-01
CATINO, DEAN, JOSEPH MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MEMBER direct 2012-06-01

MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-10-11
Name Title Start Date Direct/Indirect % Ownership
ARMSTRONG, DAVID, BRUCE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-06-01
CATINO, DEAN, JOSEPH MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MEMBER direct 2012-06-01

MONUMENT CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-04-16
Name Title Start Date Direct/Indirect % Ownership
ARMSTRONG, DAVID, BRUCE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-06-01
CATINO, DEAN, JOSEPH MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MONUMENT WEALTH MANAGEMENT, LLC MEMBER direct 2012-06-01

MONUMENT CAPITAL MANAGEMENT, INC

ownership team - last updated 2007-09-07
Name Title Start Date Direct/Indirect % Ownership
SORENSEN, PAUL, YARDLEY CHIEF COMPLIANCE OFFICER AND EXECUTIVE V.P. 07/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MONUMENT CAPITAL MANAGEMENT, INC CHIEF COMPLIANCE OFFICER AND EXECUTIVE V.P. direct 1998-07-01
GRANITE CAPITAL MANAGEMENT INC EXECUTIVE V.P. direct 1998-07-01 2005-05-03
SKALLA, PETER, OLIVER PRESIDENT 06/01/1997 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRANITE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-06-01

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