|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Monarch Capital Management Inc
✚
|
|
|---|---|
| CRD # | 106244 |
| SEC # | 801-46796 |
| CIK # | 0000938759 |
| AUM | $476.4 M (2025-02-14) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 260-422-2765 |
| Address | 127 W Berry Street Fort Wayne, IN 46802 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000938759 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 24.5 | |
| Apple Inc | 13.7 | |
| Wal Mart Stores Inc | 13.0 | |
| Home Depot Inc | 12.3 | |
| McDonalds Corp | 11.1 | |
| Automatic Data Processing Inc | 10.9 | |
| Kroger Co | 10.3 | |
| Cisco Systems Inc | 9.8 | |
| Merck & Co Inc | 9.7 | |
| AbbVie Inc | 9.5 | |
| Johnson & Johnson | 9.5 | |
| Lakeland Financial Corp | 9.5 | |
| Franklin Electric Co Inc | 8.7 | |
| Quanta Services Inc | 8.2 | |
| Emerson Electric Co | 7.9 | |
| Abbott Laboratories | 7.3 | |
| Procter & Gamble Co | 7.3 | |
| Alphabet Inc | 7.0 | |
| Coca Cola Co | 6.9 | |
| J P Morgan Chase & Co | 6.4 | |
| Aflac Inc | 6.2 | |
| US Bancorp de | 6.1 | |
| Stryker Corp | 5.7 | |
| Exxon Mobil Corp | 5.5 | |
| Medtronic Holdings Ltd | 5.4 | |
| Accenture PLC | 5.3 | |
| Fiserv Inc | 5.2 | |
| Gilead Sciences Inc | 5.0 | |
| 3M Co | 4.7 | |
| F5 Networks Inc | 4.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 29.3 |
| (b) Individuals (high net worth individuals) | 88 | 300.5 |
| (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 | 28.5 |
| (h) Charitable organizations | 18 | 107.8 |
| (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 | 365 | 476.4 |
| By Discretionary | ||
| Discretionary | 365 | 476.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 365 | 476.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.4 | |
| Total | 365 | 476.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000938759] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Midwest Financial Group LLC
✚
|
KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.5 |
|
Reston Wealth Management LLC
✚
|
VA | 0.5 |
|
FFG Partners LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.5 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.5 |
|
Jackson Financial Services LLC
✚
|
SC | 0.5 |
|
Centrica Wealth Management LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |