|
⚲
|
| Monarch Capital Management Inc
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|
|
|---|---|
| CRD # | 106244 |
| SEC # | 801-46796 |
| CIK # | 0000938759 |
| AUM | $495.7 M (2026-03-24) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 260-422-2765 |
| Address | 127 W Berry Street Fort Wayne, IN 46802 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.8 | ||
| Apple Inc | 15.2 | ||
| Wal Mart Stores Inc | 14.7 | ||
| Merck & Co Inc | 14.6 | ||
| Johnson & Johnson | 14.3 | ||
| McDonalds Corp | 11.8 | ||
| Home Depot Inc | 10.9 | ||
| Kroger Co | 10.8 | ||
| Alphabet Inc | 10.8 | ||
| AbbVie Inc | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 28.1 |
| (b) Individuals (high net worth individuals) | 90 | 323.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 29.6 |
| (h) Charitable organizations | 17 | 103.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 495.7 |
| By Discretionary | ||
| Discretionary | 373 | 495.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 373 | 495.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 495.4 | |
| Total | 373 | 495.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000938759] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peavine Capital LLC
✚
|
0.5 | |
|
Alexander Investment Services Co
✚
|
KY | 0.5 |
|
Rench Wealth Management Inc
✚
|
TX | 0.5 |
|
Klosters Capital LLC
✚
|
FL | 0.5 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.5 |
|
Portfolio Advisory Council LLC
✚
|
TX | 0.5 |
|
Greystone Financial Group LLC
✚
|
MI | 0.5 |
|
JDH Wealth Management LLC
✚
|
CA | 0.5 |
|
Sterling Wealth Management Inc
✚
|
IL | 0.5 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.5 |