$43.5M Total AUM
$41.1M Disc. AUM
-- 3Y CAGR
6 Employees
92 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PeakOak +more
- Established Date
- 08-16-2021
- Office Locations
- 2
Office Locations
9099 Ridgefield Drive Suite 205 Frederick MD
-- Cape Coral FL
About Monocacy Wealth Management, LLC
Monocacy Wealth Management is a Frederick, MD–based RIA providing financial planning, planning-driven wealth management, and retirement solutions. The firm builds goal-based plans, helps implement changes such as tax strategies and portfolio rebalancing, and closely monitors clients’ financial situations with quarterly calls and an annual in-depth review. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$472.3K AVG AUM / CLIENT
3.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Momentum Signal Timber Harbor wave Delta Element summit Matrix Quantum Bridge oak Pathway eagle
Client Personas
Optima Quantum
CRM
Radial wave
Custodian
Glacier foundation Summit Matrix Glacier delta Pathway Capital momentum
Investment Themes
Beacon vector Legacy Focus Pioneer north
Investment Vehicles
Ridge horizon Meridian
Platform
Capital
Services
Eagle radial Beacon optima Value Harbor Summit foundation Pioneer oak Capital legacy Insight Legacy optima Catalyst
Technology
North unison Glacier Vital vertex Meridian summit Alpha timber
Owner & Executives
Carter Shaffer
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #6748338
- Ownership
- Less than 5%
(832) 231-1891
vital.frontier@horizoncapital.com
in linkedin.com/in/foundation-legacy
Showing 1 of 1 owners & executives
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G
Gavin Carl Collins
--
- CRD
- #8114922
(201) 311-6266
focus.catalyst@optimacapital.com
in linkedin.com/in/bridge-frontier
T
Timothy Lawrence Miller
Financial Advisor
- CRD
- #6747255
(512) 292-8192
fusion.vector@matrixcapital.com
in linkedin.com/in/element-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,135,444 | $20,000 |
| Non-Discretionary | $2,320,517 | -- |
| Total | $43,455,961 | $20,000 |
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Separately Managed Accounts
Total SMA Asset: $43,455,961
Public Funds:
14.2% U.S. Government/Agency:
33.8% Equity - Exchange:
16.4% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,274,149,825 | 14.2% |
| U.S. Government/Agency | $3,032,835,498 | 33.8% |
| Equity - Exchange | $1,471,553,319 | 16.4% |
| Cash | $3,194,347,447 | 35.6% |
| Total | $8,972,886,089 | 100.0% |