Monarch Capital Management Inc

RIASEC RegisteredEst. 1994
Total AUM
$496M
Discretionary
$496M
100% of AUM
Avg account
$1.3M
Accounts
373
Employees
8
Advisory reps
8

Firm details

Headquarters
Fort Wayne, Indiana
CRD number
106244
Registered since
June 22, 1994
Website
www.monarchcapitalmgmt.com
Custodians
PERSHING LLC, LAKE CITY BANK
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.33%
  • Charitable Organizations20.95%
  • Pension & Profit Sharing Plans5.97%
  • Individuals5.67%
  • Corporations / Businesses2.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monarch Capital Management Inc. is an independent registered investment adviser that has been SEC-registered since 1994 and is owned by an individual. The firm serves both private clients and institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and organizations. Its fees combine AUM-based charges with fixed-fee arrangements. Monarch reports it does not pursue ESG investing and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, State & Local Bonds 12%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%82%
  • Exchange Traded Equities82%
  • State & Local Bonds12%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • David Meyer

    David Meyer

    Chief Executive OfficerCRD 2519448

  • Jessica Gonzalez

    Chief Compliance OfficerCRD 8032200

  • John Meyer

    John Meyer

    President and CIOCRD 2164267

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Contacts

3 of 4
  • Katherine Moenter

    Katherine Moenter

    Foundation ServicesCRD 5479325

  • Adam Beard

    Adam Beard

    Investment AnalystCRD 6800877

  • Elizabeth Freck

    CRD 8267307

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$23.6M in ETFs

Passive

100%

$23.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$9.5M94,51140.32%
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Location

Primary office

Fort Wayne, IN

Allen

Location

Fort Wayne, IN

Headquartered in Fort Wayne, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.

Metro area
Fort Wayne-Huntington-Auburn, IN
Region
Midwest
County
Allen
Address
127 W Berry St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth