MONUMENT ADVISERS

MONUMENT ADVISERS of CARMEL, IN is an SEC-registered investment adviser (CRD 331623). Regulatory assets under management: $9.5M.

Registration

• CRD: 331623
• Type: Registered investment adviser
• Location: 550 CONGRESSIONAL BLVD, CARMEL, IN, 46032
• Phone: 317-210-1051
• Latest filing: 2026-03-19
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.4M
• Non-discretionary AUM: $100K
• Clients: 4
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search