Data / Investment advisers / Indiana / Monarch Capital Management Inc
Monarch Capital Management Inc, Fort Wayne, IN: $496 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Monarch Capital Management Inc is an SEC registered investment adviser with its main office in Fort Wayne, Indiana and reports $496 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Monarch Capital Management Inc (CRD number 106244): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106244
- SEC file number
- 801-46796
- SEC status
- Approved, effective June 22, 1994
- Main office
- 127 W Berry Street Suite 402, Fort Wayne, IN 46802
- Phone
- (260) 422-2765
- Website
- monarchcapitalmgmt.com
- Regulatory AUM
- $495,651,343 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $495,651,343
- Accounts
- 373
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $323.8 million |
| Charitable organizations | 17 | $103.9 million |
| Pension and profit sharing plans | 2 | $29.6 million |
| Individuals (other than high net worth individuals) | 83 | $28.1 million |
| Corporations or other businesses | 2 | $10.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $495.7 million | March 24, 2026 |
| December 1, 2025 | $476.4 million | February 14, 2025 |
Other advisers in Fort Wayne
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Phillips Financial | Fort Wayne | $2.64 billion | Not listed | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Vestia Personal Wealth Advisors | Fort Wayne | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Galecki Financial Management Inc | Fort Wayne | $929.5 million | Not listed | adviserinfo.sec.gov |
| Howard Bailey Securities, LLC | Fort Wayne | $582.8 million | Not listed | adviserinfo.sec.gov |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | $438.5 million | Not listed | adviserinfo.sec.gov |
| Qbox Fiduciary Solutions, LLC | Fort Wayne | $429.2 million | Not listed | adviserinfo.sec.gov |
| Maripau Wealth Management LLC | Fort Wayne | $363.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Wayne, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Monarch Capital Management Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.