Monarch Capital Management Inc.

Monarch Capital Management Inc. (CRD# 106244) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $414,170,690 in 347 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,193,575
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
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 25 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 29 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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