CRD: 106244
Monarch Capital Management INC
$495.7M Total AUM
$495.7M Disc. AUM
6.6% 3Y CAGR
8 Employees
194 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- ElementWave +more
- Established Date
- 06-22-1994
- Office Locations
- 1
Office Locations
127 West Berry Street Suite 402 Fort Wayne IN
About Monarch Capital Management INC
Monarch Capital Management is an SEC-registered, fiduciary RIA in Fort Wayne serving families in northeast Indiana. The firm builds customized portfolios—focused on high-quality growth equities and bonds, with ETF implementation—and manages them on a fee-based, no-commission basis. Advisors also support retirement planning and major financial decisions, including education and charitable strategies. Custody includes Schwab and Pershing.
Team overview
53 AVG AGE
$123.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
16 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Element Vector horizon Foundation Prime Signal ember Focus Radial Vital Pioneer Beacon
Custodian
Insight Peak Atlas Summit delta Alpha beacon North Matrix harbor Unison signal
Investment Themes
Crest Ridge Element Radial insight
Investment Vehicles
Ember Pioneer
Platform
Optima
Services
Legacy optima Vector value Wave Summit ridge
Technology
Radial Catalyst Beacon vector
Owner & Executives
JOHN DAVID MEYER
Chief Investment Officer, President, SENIOR ANALYST
- CRD
- #2164267
- Ownership
- 25% but less than 50%
(279) 803-1590
horizon.harbor@meridiancapital.com
in linkedin.com/in/alpha-zenith
K
KATHERINE KOVER MOENTER
Director
- CRD
- --
- Ownership
- 25% but less than 50%
(726) 557-9426
wave.alpha@fusioncapital.com
in linkedin.com/in/atlas-timber
E
Element capital
Prime horizon ridge
- CRD
- #60334
- Ownership
- 18.5%
(289) 242-3608
delta.quantum@summitcapital.com
in linkedin.com/in/capital-fusion
Showing 2 of 5 owners & executives
Unlock allContacts
A
ADAM ANTHONY BEARD
--
- CRD
- #6800877
(456) 901-3810
foundation.peak@atlascapital.com
in linkedin.com/in/value-eagle
GEORGE ROBERT DONNER JR.
Director
- CRD
- #3109401
(474) 656-9242
alpha.quantum@bridgecapital.com
in linkedin.com/in/ember-glacier
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,651,343 | $1,328,824 |
| Non-Discretionary | $0 | -- |
| Total | $495,651,343 | $1,328,824 |
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Separately Managed Accounts
Total SMA Asset: $495,651,343
Equity - Exchange:
28.9% Municipal Bonds:
12.3% Cash:
14.3% Corporate - Investment Grade:
23.8% Public Funds:
9.4% U.S. Government/Agency:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,608,659,777 | 28.9% |
| Municipal Bonds | $684,654,507 | 12.3% |
| Cash | $795,980,443 | 14.3% |
| Corporate - Investment Grade | $1,324,778,640 | 23.8% |
| Public Funds | $523,231,900 | 9.4% |
| U.S. Government/Agency | $628,991,538 | 11.3% |
| Total | $5,566,296,805 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM VITAL WAVE | OPTIMA INSIGHT | V3QI3F4HU | GPDS | 2.16% | $65,516,575 |
| CREST OAK INSIGHT | BRIDGE MERIDIAN | PZ223I0VO | IRX | 0.93% | $92,397,840 |
| CAPITAL FOCUS ZENITH | FOCUS FOCUS | DO8SEWJ6W | OHFUT | 10.75% | $66,935,348 |
| TIMBER INSIGHT | BEACON INSIGHT | 63ML0JORF | EZHXF | 3.38% | $69,814,167 |
| DELTA CREST FUSION | VITAL DELTA | TAN7SWTZ5 | GHGB | 11.65% | $73,189,850 |
| PEAK MATRIX VERTEX | OPTIMA ALPHA | AYQOS9YHJ | QJI | 6.69% | $77,943,480 |
| RADIAL PEAK | HARBOR CREST | IGH4ZY4IV | YXSPA | 5.17% | $63,236,295 |
| FRONTIER BRIDGE | FOUNDATION TIMBER | 580CXGXU1 | OFN | 3.49% | $13,991,693 |