Monarch Capital Management Review


Trust Score 96%
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Last updated: July 21st, 2019. Data source: SEC filings.

Monarch Capital Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Monarch Capital Management manages $321.4 million and provides investment advisory services for 236 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,361,733
Hybrid Advisor No
Disciplinary History No
Total AUM $321.4 million
Advisor / Client Ratio 1:59
Headquarters Fort Wayne, IN
SEC Filings Forms and Brochures    (CRD # 106244)
State(s) Registered FL, IN, TX


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