Monarch Capital Management Inc is a large advisory firm based in Fort Wayne. It manages $321.37 million of regulatory assets for 241 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Indiana, and Texas.
Monarch Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Monarch Capital Management Inc is $321.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Monarch Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Katherine Kover Moenter is high net worth individuals with 113 clients and $185.66 million of assets under management. Among the 9 most similar advisory firms, Monarch Capital Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $294.13 million for 236 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Monarch Capital Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Monarch Capital Management Inc is owned by Katherine Kover Meyer. Katherine Kover Moenter has been acting as President since 1 Sep 2007. Teresa Joann Tracey joined the executive team most recently as the Vice President And Secretary Treasurer And Chief Compliance Officer.
The principal office where Monarch Capital Management Inc performs its advisory services is located at 127 W Berry Street, Fort Wayne, IN 46802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-422-2765 or by fax 260-424-2952. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at monarchcapitalmgmt.com.