Monarch Capital Management Inc
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
FINTRXOverview
Monarch Capital Management Inc is an independent, SEC-registered advisory firm organized as a corporation and operating since 1994. Ownership is individual and the firm serves both individuals/families and institutional clients. Its compensated advice is delivered primarily through asset-based fees and some fixed-fee engagements. Core advisory services listed in filings are financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- State & Local Bonds12%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Teresa Tracey
Chief Financial OfficerCRD 6607787
David Meyer
Chief Executive OfficerCRD 2519448
Jessica Gonzalez
Chief Compliance OfficerCRD 8032200
Contacts
3 of 3
Katherine Moenter
Foundation ServicesCRD 5479325
Adam Beard
Investment AnalystCRD 6800877
George Donner
Portfolio ManagerCRD 3109401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$23.6M in ETFs
100%
$23.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.5M | 94,511 | 40.32% |
Location
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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