Monarch Capital Management Inc.

Monarch Capital Management Inc. (CRD# 106244) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $490,046,937 in 266 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $1,842,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN, TX

Financial Advisors at Monarch Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
George R. Donner
CRD#: 3109401
127 West Berry Street, Suite 402, Fort Wayne, IN 46802

George Donner (CRD# 3109401) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has over 24 years of experience in the finance industry.

2
David M. Meyer
CRD#: 2519448
127 West Berry Street, Suite 402, Fort Wayne, IN 46802

David Meyer (CRD# 2519448) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has over 28 years of experience in the finance industry.

3
John D. Meyer
CRD#: 2164267
127 West Berry Street, Suite 402, Fort Wayne, IN 46802

John Meyer (CRD# 2164267) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has 1 year of experience in the finance industry.

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