MONARCH CAPITAL MANAGEMENT INC

127 W Berry Street
Suite 402
Fort Wayne, Indiana 46802
Tel: 260-422-2765

About MONARCH CAPITAL MANAGEMENT INC

MONARCH CAPITAL MANAGEMENT INC, formally registered with the SEC as MONARCH CAPITAL MANAGEMENT INC. The firm was established in 06/22/1994. They have over 1 offices throughout the country.

MONARCH CAPITAL MANAGEMENT INC is a Fort Wayne, Indiana based Financial Planning firm with nearly $476,439,495 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106244
SEC#	801-46796
Assets Managed by Firm	$476,439,495
No. of Clients	365
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	365	$476,439,495
Individuals (other than high net worth individuals)	78	$29,323,550
High net worth individuals	88	$300,533,384
Pension and profit sharing plans	2	$28,505,171
Charitable organizations	18	$107,806,310
Corporations or other businesses	2	$10,271,080

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