Lucas Hodge has been an investment adviser representative at Monument Capital Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Monument Capital Management, LLC is an Alexandria, VA firm with $648M under management, 239 clients and 9 advisers across 9 offices, as of its August 2026 filing.
Lucas Hodge’s longest registration was 1 year at Verdence Capital Advisors, LLC (2024–2026). Before joining Monument Capital Management in 2026, Lucas Hodge was registered through Verdence Capital Advisors, LLC and Preston Wealth Advisors, LLC.
- Verdence Capital Advisors, LLC– · 1 yearAlexandria, VA · Adviser representative · Firm CRD 288512
- Preston Wealth Advisors, LLC.– · under a yearReston, VA · Adviser representative · Firm CRD 165983
Investment adviser representative registrations
Lucas Hodge is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in March 2026.
- MarylandSince 23 March 2026
- TexasResidentSince 23 March 2026
- VirginiaSince 22 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2024 |
| SIE | Securities Industry Essentials Examination | 10 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Lucas Walter Hodge
- CRD
- 7353350
- Firm
- Monument Capital Management · CRD 159882
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Lucas Hodge work?
Lucas Hodge is an investment adviser representative registered through Monument Capital Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lucas Hodge a financial advisor?
Yes. Lucas Hodge has a current investment-adviser registration in Maryland, Texas and Virginia, through Monument Capital Management since March 2026.
How many years of experience does Lucas Hodge have?
Lucas Hodge has 2 years in the financial industry, since March 2024, across 3 adviser firms.
What exams has Lucas Hodge passed?
Lucas Hodge has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2022.
Where did Lucas Hodge work before Monument Capital Management?
Before Monument Capital Management, Lucas Hodge was registered through Verdence Capital Advisors, LLC, October 2024 to March 2026; Preston Wealth Advisors, LLC., February 2024 to October 2024.
Is Lucas Hodge registered with FINRA?
No. Lucas Hodge has no current broker registration.
How can I verify Lucas Hodge’s record?
Search CRD 7353350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Hodge’s full registration record.
