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Monarch Capital Management Inc

● SEC registered since 1994CRD 106244SEC# 801-46796Fort Wayne, IN
Export (members)
Reg. AUM
$476.4M
Employees
9
Accounts
365
Location
Fort Wayne, IN

Monarch Capital Management Inc assets under management

Monarch Capital Management Inc is an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 1994. It reports $476.4 million in regulatory assets under management and employs 9 people.

Monarch Capital Management Inc owners & executives

5 reported
NameTitleOwnershipSince
David Michael Meyer ControlChief Executive Officer, Senior Investment Officer10-25%1994
Jessica Hope Gonzalez ControlChief Compliance OfficerUnder 5%2025
John David Meyer ControlPresident, Chief Investment Officer, Senior Analyst25-50%2000
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Frequently asked questions

How much does Monarch Capital Management Inc manage?

Monarch Capital Management Inc reports $476.4 million in regulatory assets under management on its Form ADV.

How many employees does Monarch Capital Management Inc have?

Monarch Capital Management Inc reports 9 employees.

Where is Monarch Capital Management Inc located?

Monarch Capital Management Inc is based in Fort Wayne, IN and has been SEC-registered since 1994.

Does Monarch Capital Management Inc disclose fund performance?

Monarch Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address127 W Berry Street, Suite 402, Fort Wayne, IN 46802
Phone260-422-2765
Fax260-424-2952
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK938759
Discloses disciplinary historyNo

Assets under management

Discretionary$476.4M
Non-discretionary$0
Total (RAUM)$476.4M