MONUMENT ADVISERS

Overview

Monument Advisers is an independent, owner-operated registered investment adviser organized as an LLC. The firm runs a fee-for-assets business model and positions itself as a capital allocator for both individual/family clients and institutional or business accounts. Its advisory mandate covers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers when clients require access to external managers. Investment activity is tilted toward publicly traded securities, with a clear preference for exchange-traded equities as the principal vehicle for core equity exposure. Monument Advisers also acts as an allocator to external alternative managers and uses mutual funds as part of its toolkit, indicating a blended approach that combines liquid public market instruments with access to less liquid, manager-run strategies. The firm reports no emphasis on ESG integration and does not identify as a multi-state adviser on the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices