MONUMENT CAPITAL MANAGEMENT

ALEXANDRIA, VA Investment Advisor How do I update this listing?

Monument Capital Management is based out of Alexandria. Monument Capital Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 1997-08-26). Their last reported 13F filing for Q4 2019 included $196,031,000 in managed 13F securities and a top 10 holdings concentration of 28.52%. Monument Capital Management's largest holding is iShares Trust S&P 1500 Index Fund (ETF) with shares held of 190,457. Whalewisdom has at least 10 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $196.031 Million
  • Prior Market Value $184.316 Million
  • New Purchases4 stocks
  • Additional Purchases55 stocks
  • Sold out of2 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 28.52 %
  • Turnover % [1]:6.98%
  • Turnover Alt % [2]: 2.18 %
  • Time Held Top20:3.70 quarters
  • Time Held Top10:4.90 quarters
  • Time Held All:5.93 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.62%
Performance Last 4 Quarters: 11.42%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MONUMENT CAPITAL MANAGEMENT, INC

  

Business Phone: 520-370-3709
Fax: 520-877-2236
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in: CO
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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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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