M
$9.5M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
4 Employees
29 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-30-2024
- Office Locations
- 2
Office Locations
550 Congressional Blvd Suite 350 Carmel IN
-- Richmond VA
About Monument Advisers
Monument Advisers is a Carmel-based RIA with 2 offices. The firm has been operating for 2 years. Managing $9.5M in total assets under management, with 4 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$329.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pathway
Client Personas
Catalyst
Investment Themes
Delta Meridian Delta alpha
Investment Vehicles
Atlas Glacier
Services
Timber Alpha Quantum Vital Wave unison Focus prime
Owner & Executives
MATTHEW FRANK MOHLMAN
FOUNDER, President
- CRD
- #5298051
- Ownership
- 75% or more
(540) 407-4235
ember.meridian@wavecapital.com
in linkedin.com/in/alpha-catalyst
P
Park Elim Leacock
PARTNER
- CRD
- #7360822
- Ownership
- 5% but less than 10%
(637) 750-3358
pioneer.fusion@atlascapital.com
in linkedin.com/in/signal-value
A
Alpha oak
Vertex vector zenith
- CRD
- #37632
- Ownership
- 12.8%
(801) 878-7299
delta.delta@harborcapital.com
in linkedin.com/in/signal-pioneer
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jeffrey David Hutson
--
- CRD
- #8255213
(979) 933-4138
catalyst.ridge@timbercapital.com
in linkedin.com/in/focus-harbor
T
Thomas Christopher Rooney
--
- CRD
- #8066060
(255) 309-9941
beacon.insight@foundationcapital.com
in linkedin.com/in/vertex-fusion
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,444,293 | -- |
| Non-Discretionary | $99,774 | -- |
| Total | $9,544,067 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,544,067
Equity - Exchange:
27.1% Public Funds:
43.2% Cash:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,081,926,778 | 27.1% |
| Public Funds | $1,724,695,085 | 43.2% |
| Cash | $1,185,727,870 | 29.7% |
| Total | $3,992,349,733 | 100.0% |