Monocacy Wealth Management, LLC

RIAState Registered

Total AUM

$43.5M

Discretionary

$41.1M

95% of AUM

Avg account

$208K

Accounts

209

Employees

Advisory reps

Firm details

Headquarters: Frederick, Maryland
CRD number: 315979
Registered since: August 16, 2021
Website: monocacywm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.62%
Pension & Profit Sharing Plans20.13%
Individuals13.3%
Corporations / Businesses0.95%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Monocacy Wealth Management, LLC operates as an independent, privately held limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, pension consulting services, and the selection/oversight of third‑party advisers. Its fee models include a percentage of assets under management plus hourly and fixed‑fee arrangements. Monocacy is state‑registered in Florida, Maryland and Virginia and is noted as a newly formed adviser. The firm does not identify as an active ESG investor.