Michael Shrift
Monument Advisers · Carmel, Indiana
Michael Shrift is a fee-only financial advisor at Monument Advisers in Carmel, Indiana. Monument Advisers reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Monument Advisers |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.5M across 75 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7340022 |
| Exams passed | Series 66 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.monumentadvisers.com |
| Profile |
How Michael's firm compares
- Monument Advisers's average account is about $127,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Michael
Is Michael Shrift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Monument Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Monument Advisers, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Shrift based?
Michael Shrift is based in Carmel, Indiana.
Is Michael Shrift registered with the SEC?
Yes. Michael Shrift is registered as an investment adviser representative in IN (CRD 7340022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monument Advisers manage?
Monument Advisers reports $9.5M across 75 accounts in assets under management.
How do I contact Michael Shrift?
Through Michael's website, www.monumentadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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