Monarch Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$351,912,778
Clients
173
Advisors
4
of 8 employees
About
Monarch Capital Management provides discretionary portfolio management focused on direct investments in individual equities and fixed‑income securities for individuals, trusts, foundations, charitable organizations, corporations and pension plans, and also offers personal financial advisory services such as net worth statements, wealth transfer analysis, budgeting and financial action plans. The firm manages approximately $496 million across roughly 173 client relationships and conducts most accounts on a discretionary basis.
The firm’s investment approach emphasizes long‑term ownership of individual stocks and bonds, a focus on credit quality, diversification, avoidance of leverage, and a laddered bond maturity strategy to manage interest‑rate risk; index funds and ETFs are used selectively where appropriate. Portfolio oversight is ongoing, with monthly measurements, quarterly performance reviews, and at least annual formal reviews to align holdings with client objectives and tolerance for volatility.
Distinctive aspects include a small, family‑owned team managing a relatively large asset base per client and the firm’s use of research obtained through a soft‑dollar arrangement with an external research provider funded via trade commissions. Monarch also discloses internal referral and equity‑based compensation arrangements for employees and maintains practices related to standing letters of authorization and limited custody, matters clients may wish to review for potential conflicts or governance implications.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Minimum fee: Annual minimum advisory fee of $500 per account relationship, billed quarterly in advance Fee-only: Negotiated fixed engagement fee for non-discretionary financial advisory services, up to $5,000 annually
Main office
127 W Berry Street, Suite 402
Fort Wayne IN 46802
Advisors at this office
4
Most active in
California · Florida · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David M
Series 65
Fort Wayne, IN
Monarch Capital Management Inc
David Meyer is a Series 65-licensed financial advisor at Monarch Capital Management Inc with 27 years of industry experience. He has been with Monarch Capital Management since 1994. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term ownership of individual stocks and high-quality bonds with diversification and a laddered bond maturity strategy to manage risk.
George D
CFA®, Series 65
Fort Wayne, IN
Monarch Capital Management Inc
George Donner is a CFA® charterholder with 27 years of industry experience. He has been with Monarch Capital Management Inc since 1998. Monarch Capital Management Inc provides discretionary portfolio management for individuals, trusts, foundations, charitable organizations, and businesses. The firm focuses on long-term ownership of individual stocks and high-quality bonds, employing diversification and a laddered bond maturity strategy to manage risk.
John M
CFA®
Fort Wayne, IN
Monarch Capital Management Inc
John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.
Adam B
Series 65
Fort Wayne, IN
Monarch Capital Management Inc
Adam Beard is a Series 65-licensed advisor at Monarch Capital Management Inc with seven years of experience in the financial industry. He has worked at Monarch since 2019 and previously held roles at SYM Financial Advisors, Parkview Health, and Financial Planning Services. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term ownership of individual stocks and high-quality bonds, using diversification and a laddered bond strategy to manage risk, and manages approximately $476 million across about 166 client relationships.
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