# MONOCACY WEALTH MANAGEMENT, LLC

MONOCACY WEALTH MANAGEMENT, LLC of FREDERICK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 315979
- Type: SEC-registered investment adviser
- SEC file number: 801-122100
- Location: 9099 RIDGEFIELD DRIVE, FREDERICK, MD, 21701
- Phone: 301-694-9712
- Latest filing: 2026-08-05
- Regulatory AUM: $43.5M
- Discretionary AUM: $41.1M
- Non-discretionary AUM: $2.3M
- Clients: 6
- Accounts: 209

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MILLER TIMOTHY | OWNER | — |
| Shaffer Carter | CHIEF COMPLIANCE OFFICER | — |
| Faragalla Asser | OWNER | — |
| BURMAN SHAWN | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315979/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315979/similar
- Related entities: https://search.stillhousedata.com/firm/315979/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315979

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.