Monarch Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 24, 2026, reports $496M in regulatory assets under management, 8 employees, and 373 accounts.
Assets Under Management
$496M
Employees
8
Offices
--
Total Clients
194
Primary office
FORT WAYNE, IN
127 W BERRY STREET, SUITE 402, FORT WAYNE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.4% of total clients.
Top client categories% of clientsClients
1
HNWI
46.4%
90
2
Individuals
42.8%
83
3
Charitable
8.8%
17
4
Pension Plans
1.0%
2
5
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$496Mas of March 24, 2026
Discretionary100.0%
$496M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$496M
Total Accounts373
10Y AUM Change+$159M (+47.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.