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B••••••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B••••••••• W••••• M•••••••••

MONUMENTAL FINANCIAL GROUP INC., CRD 286177

ROCKVILLE, MD

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Search this name across graphsid dfx:ria:8e959d1f-4a25-a269-51df-1fea8c094f5f

Data as of Feb 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 9
On other graphs: 0
Observed: Dec 2, 2020 to Feb 16, 2024
11 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $216MItem 5.F on the latest filing (2024-02-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $216M
Private client RAUM: $216MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
M•••••••• I••• D••••••	CHIEF COMPLIANCE OFFICER	Na	yes	08/2021	Aug 24, 2021	Feb 16, 2024
T•••••• W•••••• A•••••	President	E	yes	11/2011	Dec 2, 2020

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

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
2023	$216M	$173M	24.8%	$114M	23.8%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A•••••• W••••• M••••••••• L••	3	Dec 10, 2024	Dec 5, 2024	ROCKVILLE, MD	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← T•••••• W•••••• A•••••OwnerPRESIDENT, ownership code E, individual
Dec 2, 2020 to presentfactForm ADV
← M•••••••• I••• D••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 24, 2021 to presentfactForm ADV

Owns (1)

← K•••• R•••••• L•••OwnerMEMBER, ownership code B, individual
Apr 26, 2021 to presentfactForm ADV

Registered with (10)

← W••••• A••••• T•••••

Dated events

Occurred
Dec 10, 2024
Firm absorbed
B••••••••• W••••• M•••••••••'s advisors moved to A•••••• W••••• M••••••••• L•• (Rockville, MD): 3 of 3 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Dec 10, 2024
Advisor changed firm
R••••• L••• K••• left B••••••••• W••••• M••••••••• for A•••••• W••••• M••••••••• L•• (registered 2024-12-05)
Form ADVobserved 7 days ago
Occurred
Dec 10, 2024
Advisor changed firm
Connor Nicholas Stanley left B••••••••• W••••• M••••••••• for A•••••• W••••• M••••••••• L•• (registered 2024-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e959d1f-4a25-a269-51df-1fea8c094f5f
First observed: Dec 2, 2020
Last observed: Feb 16, 2024 31 months 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.