Monarch Capital Management Inc
● SEC registered since 1994CRD 106244SEC# 801-46796Fort Wayne, IN
Reg. AUM
$495.7M
Employees
8
Accounts
373
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 $495.7 million in regulatory assets under management and employs 8 people.
Monarch Capital Management Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Meyer Control | Chief Executive Officer, Senior Investment Officer | 10-25% | 1994 |
| Jessica Hope Gonzalez Control | Chief Compliance Officer | Under 5% | 2025 |
| John David Meyer Control | President, Chief Investment Officer, Senior Analyst | 25-50% | 2000 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Monarch Capital Management Inc manage?
Monarch Capital Management Inc reports $495.7 million in regulatory assets under management on its Form ADV.
How many employees does Monarch Capital Management Inc have?
Monarch Capital Management Inc reports 8 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
| Address | 127 W Berry Street, Suite 402, Fort Wayne, IN 46802 |
| Phone | 260-422-2765 |
| Fax | 260-424-2952 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 938759 |
| Discloses disciplinary history | No |
Regulatory AUM
$495.7M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$495.7Mregulatory AUM
Discretionary $495.7M