Overview
Assets Under Management: $476 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Frequently Asked Questions
MONARCH CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106244), MONARCH CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
MONARCH CAPITAL MANAGEMENT INC is headquartered in FORT WAYNE, IN.
MONARCH CAPITAL MANAGEMENT INC serves 88 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, MONARCH CAPITAL MANAGEMENT INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MONARCH CAPITAL MANAGEMENT INC manages $476 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, MONARCH CAPITAL MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 106244
Last Filing Date: 2025-02-14 00:00:00
Website: https://monarchcapitalmgmt.com