M
Monument Investments Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,041,627
Total clients
31
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$1,420,698
About
Monument Investments provides investment advisory services to individuals, trusts, estates and charitable organizations, focusing on ongoing portfolio management rather than standalone financial planning. The firm’s client base is made up primarily of individual (non–high-net-worth) clients, and its advice can relate to securities, real estate and estate-planning matters.
Monument typically manages client portfolios on an individualized, generally discretionary basis and conducts periodic reviews with account statements provided monthly or quarterly. Investment decisions draw on both fundamental and technical analysis and may include mutual funds, stocks, bonds, cash equivalents and covered-call option strategies.
The firm manages roughly $44 million in discretionary assets for a small client base and is named as trustee on several accounts, a status that creates custody considerations and subjects the firm to an additional surprise-audit requirement. Its practices include specific personal-trading controls (monitoring trades that exceed 0.5% of a security’s average daily volume) and oversight by a principal with prior institutional portfolio-management experience.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Fixed fee as agreed upon between client and firm
0.05% to 2% annually
Main office location
Monument Investments Inc.
49 S Main St
Albany TX 76430, United States
Number of offices
1
Most active in
Monument Investments Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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