MONARCH CAPITAL MANAGEMENT INC
Adviser information for MONARCH CAPITAL MANAGEMENT INC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Indiana, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 347 | $414.2M |
Non-Discretionary | 0 | $0 |
Total | 347 | $414.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 86 | $26.1M |
HNW Individuals | 89 | $257.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $25.4M |
Charitable organizations | 19 | $96.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $8.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
127 W BERRY STREETSUITE 402
FORT WAYNE
IN
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 260-422-2765, Fax: 260-424-2952
Websites
Chief Compliance Officer
VICKI BANDOR BRAUN
127 W. BERRY STREET
SUITE 402
FORT WAYNE
IN
United States
Tel:
260-422-2765
Fax:
260-424-2952
V******@*********************M
(Full email address available in API data)
Regulatory Contact
TERESA J. TRACEY
VICE PRESIDENT, SECRETARY-TREASURER AND CHIEF FINANCIAL OFFICER
127 W. BERRY STREET
SUITE 402
FORT WAYNE
IN
United States
Tel:
260-422-2765
Fax:
260-424-2952
T******@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MEYER, DAVID, MICHAEL | Individual | – | CHIEF EXECUTIVE OFFICER, SENIOR INVESTMENT OFFICER | 08/1994 | 10-25% |
MEYER, JOHN, DAVID | Individual | – | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR ANALYST | 02/2000 | 25-50% |
MOENTER, KATHERINE, KOVER | Individual | – | DIRECTOR | 09/2007 | 25-50% |
Tracey, Teresa, Joann | Individual | – | VICE PRESIDENT, SECRETARY-TREASURER, CHIEF FINANCIAL OFFICER | 01/2016 | < 5% |
BANDOR BRAUN, VICKI | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 3M | 33K | – |
ABBOTT LABS | COM | 6M | 55K | – |
ABBVIE INC | COM | 9M | 53K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 5M | 18K | – |
AES CORP | COM | 1M | 85K | – |
AFLAC INC | COM | 6M | 62K | – |
AIR PRODS & CHEMS INC | COM | 3M | 10K | – |
ALPHABET INC | CAP STK CL A | 2M | 12K | – |
ALPHABET INC | CAP STK CL C | 7M | 39K | – |
ALTRIA GROUP INC | COM | 473K | 10K | – |
AMAZON COM INC | COM | 343K | 2K | – |
AMGEN INC | COM | 222K | 710 | – |
APPLE INC | COM | 14M | 65K | – |
APPLIED MATLS INC | COM | 280K | 1K | – |
ARCHER DANIELS MIDLAND CO | COM | 663K | 11K | – |
AT&T INC | COM | 319K | 17K | – |
AUTOMATIC DATA PROCESSING IN | COM | 9M | 37K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 6K | – |
BLACK HILLS CORP | COM | 298K | 5K | – |
BP PLC | SPONSORED ADR | 797K | 22K | – |
BRISTOL-MYERS SQUIBB CO | COM | 1M | 24K | – |
CANADIAN NATL RY CO | COM | 378K | 3K | – |
CARRIER GLOBAL CORPORATION | COM | 2M | 39K | – |
CATERPILLAR INC | COM | 439K | 1K | – |
CHECK POINT SOFTWARE TECH LT | ORD | 474K | 3K | – |
CHEVRON CORP NEW | COM | 2M | 14K | – |
CHUBB LIMITED | COM | 2M | 7K | – |
CINCINNATI FINL CORP | COM | 3M | 29K | – |
CINTAS CORP | COM | 420K | 600 | – |
CISCO SYS INC | COM | 7M | 143K | – |
COCA COLA CO | COM | 7M | 105K | – |
COLGATE PALMOLIVE CO | COM | 707K | 7K | – |
CONOCOPHILLIPS | COM | 285K | 2K | – |
CONSTELLATION BRANDS INC | CL A | 286K | 1K | – |
COPART INC | COM | 686K | 13K | – |
CORECARD CORPORATION | COM | 1M | 93K | – |
COSTCO WHSL CORP NEW | COM | 737K | 867 | – |
DISNEY WALT CO | COM | 2M | 22K | – |
DOLLAR GEN CORP NEW | COM | 344K | 3K | – |
ELEVANCE HEALTH INC | COM | 625K | 1K | – |
ELI LILLY & CO | COM | 1M | 1K | – |
EMERSON ELEC CO | COM | 7M | 66K | – |
EXXON MOBIL CORP | COM | 6M | 51K | – |
F5 INC | COM | 3M | 17K | – |
FIRST MERCHANTS CORP | COM | 324K | 10K | – |
FISERV INC | COM | 5M | 30K | – |
FLOWSERVE CORP | COM | 3M | 53K | – |
FRANKLIN ELEC INC | COM | 10M | 104K | – |
GE AEROSPACE | COM NEW | 2M | 10K | – |
GE VERNOVA INC | COM | 434K | 3K | – |
GENUINE PARTS CO | COM | 4M | 29K | – |
GILEAD SCIENCES INC | COM | 3M | 48K | – |
GRAINGER W W INC | COM | 1M | 1K | – |
HOME DEPOT INC | COM | 12M | 34K | – |
ILLINOIS TOOL WKS INC | COM | 412K | 2K | – |
INTEL CORP | COM | 3M | 91K | – |
ISHARES TR | MSCI EMG MKT ETF | 210K | 5K | – |
ISHARES TR | RUS MD CP GR ETF | 249K | 2K | – |
JACOBS SOLUTIONS INC | COM | 1M | 8K | – |
JOHNSON & JOHNSON | COM | 9M | 59K | – |
JPMORGAN CHASE & CO. | COM | 6M | 28K | – |
KIMBERLY-CLARK CORP | COM | 727K | 5K | – |
KROGER CO | COM | 7M | 146K | – |
LAKELAND FINL CORP | COM | 10M | 159K | – |
LINDE PLC | SHS | 1M | 2K | – |
LOCKHEED MARTIN CORP | COM | 1M | 2K | – |
MCDONALDS CORP | COM | 10M | 40K | – |
MEDTRONIC PLC | SHS | 5M | 64K | – |
MERCK & CO INC | COM | 14M | 116K | – |
MICROSOFT CORP | COM | 23M | 51K | – |
MONDELEZ INTL INC | CL A | 209K | 3K | – |
NEXTERA ENERGY INC | COM | 4M | 57K | – |
NIKE INC | CL B | 303K | 4K | – |
NORFOLK SOUTHN CORP | COM | 638K | 3K | – |
NORTHERN TR CORP | COM | 649K | 8K | – |
NUCOR CORP | COM | 606K | 4K | – |
ONEOK INC NEW | COM | 1M | 16K | – |
ORACLE CORP | COM | 492K | 3K | – |
OTIS WORLDWIDE CORP | COM | 969K | 10K | – |
PEPSICO INC | COM | 1M | 9K | – |
PFIZER INC | COM | 3M | 106K | – |
PHILIP MORRIS INTL INC | COM | 1M | 11K | – |
PLEXUS CORP | COM | 666K | 6K | – |
PNC FINL SVCS GROUP INC | COM | 350K | 2K | – |
PPL CORP | COM | 1M | 46K | – |
PROCTER AND GAMBLE CO | COM | 8M | 47K | – |
QUANTA SVCS INC | COM | 6M | 25K | – |
REGENERON PHARMACEUTICALS | COM | 593K | 564 | – |
ROGERS COMMUNICATIONS INC | CL B | 1M | 39K | – |
RTX CORPORATION | COM | 2M | 17K | – |
SCOTTS MIRACLE-GRO CO | CL A | 1M | 21K | – |
SHERWIN WILLIAMS CO | COM | 435K | 1K | – |
SOLVENTUM CORP | COM SHS | 305K | 6K | – |
SPDR S&P 500 ETF TR | TR UNIT | 692K | 1K | – |
STEEL DYNAMICS INC | COM | 4M | 31K | – |
STRYKER CORPORATION | COM | 6M | 16K | – |
SYSCO CORP | COM | 4M | 61K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 345K | 2K | – |
TARGET CORP | COM | 2M | 14K | – |
UNITED PARCEL SERVICE INC | CL B | 3M | 22K | – |
US BANCORP DEL | COM NEW | 5M | 131K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 209K | 777 | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2M | 56K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 3M | 54K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 440K | 9K | – |
VERA BRADLEY INC | COM | 88K | 14K | – |
VERIZON COMMUNICATIONS INC | COM | 2M | 40K | – |
VISA INC | COM CL A | 507K | 2K | – |
WALGREENS BOOTS ALLIANCE INC | COM | 1M | 110K | – |
WALMART INC | COM | 10M | 153K | – |
WELLS FARGO CO NEW | COM | 567K | 10K | – |
ZIMMER BIOMET HOLDINGS INC | COM | 4M | 35K | – |
ZIMVIE INC | COM | 1M | 60K | – |