LP Profile

Monarch Capital Management

Also known as monarch

Wealth ManagerFort Wayne, United StatesFounded 1994
Fort Wayne
Headquarters
Investment Focus

About Monarch Capital Management

At Monarch, we do the investing. The foundation of our approach is to invest your portfolio directly into high-quality growth companies and high-quality bonds.

Preferred Sectors & Themes

Financial Services
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Monarch Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$16.7B
Total Clients
43
Filing Date
May 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Monarch Capital Management?

Monarch Capital Management is a wealth manager based in Fort Wayne, United States.

Where is Monarch Capital Management headquartered?

Monarch Capital Management is headquartered in Fort Wayne, United States.

When was Monarch Capital Management founded?

Monarch Capital Management was founded in 1994.

What does Monarch Capital Management invest in?

Monarch Capital Management focuses on Financial Services.

How can I contact Monarch Capital Management?

Verified contact details, key decision-makers, and investment preferences for Monarch Capital Management are available on LPbacked. Create a free account to access them.