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MONARCH CAPITAL MANAGEMENT INC
CRD 106244 · SEC 801-46796
127 W BERRY STREET, SUITE 402, FORT WAYNE, IN, 46802, United States
Phone
260-422-2765
Fax
260-424-2952
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$495.7M
Discretionary AUM
$495.7M
Team
8 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $28.1M |
| High net worth individuals | 90 | $323.8M |
| Pension/profit sharing plans | 2 | $29.6M |
| Charitable organizations | 17 | $103.9M |
| Corporations/business entities | 2 | $10.3M |
States served
CA, IN, FL
All web addresses on file
Official SEC filing: View on IAPD