DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONUMENT WEALTH MANAGEMENT

MONUMENT CAPITAL MANAGEMENT, LLC, CRD 159882

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1939592c-e9b3-caca-35cb-05e978def0ef

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2012 to Aug 12, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $648MItem 5.F on the latest filing (2026-08-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $633M
Private client RAUM: $648MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $72.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 969
Individual clients: 119
High net worth clients: 120
Custody, client assets: $276M
SEC number: 801-76802
CIK: 1729428
CRD: 159882
Filings on the tape: 43
First filed: Jun 8, 2012
Latest filed: Aug 12, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEAN JOSEPH CATINO	Certified Financial Planner	WARRENTON, VA \| ALEXANDRIA, VA	14	24	2	no
DAVID BRUCE ARMSTRONG	Chartered Financial Analyst	ALEXANDRIA, VA	13	26	2	no
EMILY MARIE HARPER	Certified Financial Planner	ALEXANDRIA, VA	8	14	1	no
JESSICA LYDIA GIBBS	Certified Financial Planner	ALEXANDRIA, VA \| ARLINGTON, VA	7	11	n/a	no
CATHLEEN DERONJA PHELPS	n/a	ALEXANDRIA, VA	4	21	n/a	no
NATHAN WADE TONSAGER	n/a	ALEXANDRIA, VA \| EAST NORTHPORT, NY	4	12	2	no
Bianca Sophie San	Certified Financial Planner	ALEXANDRIA, VA	1	11	2	no
Lucas Walter Hodge	n/a	HYATTSVILLE, MD \| ALEXANDRIA, VA	0	13	2	no
DAVID RICHARD NELSON	Chartered Financial Analyst	MCLEAN, VA \| ALEXANDRIA, VA	0	22	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARMSTRONG, DAVID, BRUCE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	06/2012	Jun 8, 2012	Nov 21, 2024
CATINO, DEAN, JOSEPH	Member	C	yes	06/2012	Jun 8, 2012	Nov 21, 2024
GIBBS, JESSICA, LYDIA	MEMBER / VICE PRESIDENT	Na	no	07/2021	Jul 14, 2021	Nov 21, 2024
HARPER, EMILY, MARIE	MEMBER / VICE PRESIDENT	Na	no	07/2021	Jul 14, 2021	Nov 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Warrenton	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$532M	$517M	11	8	8	n/a	n/a
2024	Mar 22, 2025	$465M	$450M	10	8	5	n/a	n/a
2023	Mar 20, 2024	$434M	$417M	10	8	5	n/a	n/a
2022	Feb 27, 2023	$400M	$386M	10	8	4	n/a	n/a
2021	Mar 28, 2022	$425M	$408M	10	7	3	n/a	n/a
2020	Mar 30, 2021	$361M	$354M	11	7	3	n/a	n/a
2019	Mar 22, 2020	$312M	$300M	10	5	1	n/a	n/a
2018	Mar 30, 2019	$291M	$276M	9	6	1	n/a	n/a
2017	Mar 30, 2018	$276M	$253M	11	6	0	n/a	n/a
2016	Mar 17, 2017	$248M	$219M	9	5	n/a	n/a	n/a
2015	Mar 29, 2016	$200M	$144M	11	6	n/a	n/a	n/a
2014	Mar 27, 2015	$221M	$210M	11	11	n/a	n/a	n/a
2013	Feb 24, 2014	$130M	$117M	12	12	n/a	n/a	n/a
2012	Mar 28, 2013	$150M	$125M	12	12	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	11.1%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$648M	$465M	39.4%	$400M	17.5%	11	10	8	5

Relationships

Registered with (12)

← DAVID RICHARD NELSONAdvisorregistration: current employment
Apr 1, 2026 to presentfactForm ADV
← Lucas Walter HodgeAdvisorregistration: current employment
Mar 22, 2026 to presentfactForm ADV
← Bianca Sophie SanAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← NATHAN WADE TONSAGERAdvisorregistration: current employment
Jun 14, 2022 to presentfactForm ADV
← CATHLEEN DERONJA PHELPSAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← JESSICA LYDIA GIBBSAdvisorregistration: current employment
Oct 11, 2018 to presentfactForm ADV
← EMILY MARIE HARPERAdvisorregistration: current employment
Oct 6, 2017 to presentfactForm ADV
← DAVID BRUCE ARMSTRONGAdvisorregistration: current employment
Feb 26, 2013 to presentfactForm ADV
← DEAN JOSEPH CATINOAdvisorregistration: current employment
Aug 20, 2012 to presentfactForm ADV
← ERIN MICHAEL HAYAdvisorregistration: previous registration
Aug 20, 2019 to Jan 20, 2026factForm ADV
← Ann Goldschmidt SchnorrenbergAdvisorregistration: previous registration
Nov 13, 2015 to Mar 16, 2017factForm ADV
← TIMOTHY STUART MICKEYAdvisorregistration: previous registration
Aug 17, 2012 to Apr 29, 2013factForm ADV

Controls (2)

← ARMSTRONG, DAVID, BRUCEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 8, 2012 to Nov 21, 2024factForm ADV
← CATINO, DEAN, JOSEPHOwnerMEMBER, ownership code C, individual
Jun 8, 2012 to Nov 21, 2024factForm ADV

Owns (2)

← HARPER, EMILY, MARIEOwnerMEMBER / VICE PRESIDENT, ownership code NA, individual
Jul 14, 2021 to Nov 21, 2024factForm ADV
← GIBBS, JESSICA, LYDIAOwnerMEMBER / VICE PRESIDENT, ownership code NA, individual
Jul 14, 2021 to Nov 21, 2024factForm ADV

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
Erin Michael Hay left Monument Wealth Management for Austin Wealth Management, Llc (registered 2026-01-25)
Form ADVobserved 4 days ago
Occurred
Jun 8, 2012
First Form ADV filing
Monument Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1939592c-e9b3-caca-35cb-05e978def0ef
First observed: Jun 8, 2012
Last observed: Aug 12, 2026 38 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONUMENT WEALTH MANAGEMENT

MONUMENT CAPITAL MANAGEMENT, LLC, CRD 159882

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1939592c-e9b3-caca-35cb-05e978def0ef

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEAN JOSEPH CATINO

Certified Financial Planner

WARRENTON, VA | ALEXANDRIA, VA

DAVID BRUCE ARMSTRONG

Chartered Financial Analyst

ALEXANDRIA, VA

EMILY MARIE HARPER

Certified Financial Planner

ALEXANDRIA, VA

JESSICA LYDIA GIBBS

Certified Financial Planner

ALEXANDRIA, VA | ARLINGTON, VA

n/a

CATHLEEN DERONJA PHELPS

n/a

ALEXANDRIA, VA

n/a

NATHAN WADE TONSAGER

n/a

ALEXANDRIA, VA | EAST NORTHPORT, NY

Bianca Sophie San

Certified Financial Planner

ALEXANDRIA, VA

Lucas Walter Hodge

n/a

HYATTSVILLE, MD | ALEXANDRIA, VA

DAVID RICHARD NELSON

Chartered Financial Analyst

MCLEAN, VA | ALEXANDRIA, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMSTRONG, DAVID, BRUCE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

06/2012

Jun 8, 2012

Nov 21, 2024

CATINO, DEAN, JOSEPH

Member

yes

06/2012

Jun 8, 2012

Nov 21, 2024

GIBBS, JESSICA, LYDIA

MEMBER / VICE PRESIDENT

07/2021

Jul 14, 2021

Nov 21, 2024

HARPER, EMILY, MARIE

MEMBER / VICE PRESIDENT

07/2021

Jul 14, 2021

Nov 21, 2024

City

State

Country

Employees

Also broker-dealer

Warrenton

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$532M

$517M

n/a

2024

Mar 22, 2025

$465M

$450M

n/a

2023

Mar 20, 2024

$434M

$417M

n/a

2022

Feb 27, 2023

$400M

$386M

n/a

2021

Mar 28, 2022

$425M

$408M

n/a

2020

Mar 30, 2021

$361M

$354M

n/a

2019

Mar 22, 2020

$312M

$300M

n/a

2018

Mar 30, 2019

$291M

$276M

n/a

2017

Mar 30, 2018

$276M

$253M

n/a

2016

Mar 17, 2017

$248M

$219M

n/a

2015

Mar 29, 2016

$200M

$144M

n/a

2014

Mar 27, 2015

$221M

$210M

n/a

2013

Feb 24, 2014

$130M

$117M

n/a

2012

Mar 28, 2013

$150M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$648M

$465M

39.4%

$400M

17.5%