SourcingSourcing

MONARCH CAPITAL MANAGEMENT INC

C40
CRD 106244·SEC 801-46796·FORT WAYNE, IN
AUM
$495.7M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONARCH CAPITAL MANAGEMENT INC
CRD
106244
SEC file #
801-46796
EIN
351923576
DBA names
—

Economics

AUM
$495.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$321.4M → $495.7M▲ +54%
Client mix
Individuals High Net Worth90
Individuals Other83
Charitable Organizations17
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
FORT WAYNE IN
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
monarchcapitalmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYER, JOHN, DAVID
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MEYER, JOHN, DAVID
MOENTER, KATHERINE, KOVER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONARCHCAPITALMGMT.COM
Rdap Domain Creation Date
1999-12-29T20:09:01Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
166,282
Form 5500 Compensation Trajectory 3y
2026166,282
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
166,282
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000938759
Edgar Registered
Yes
Edgar Filing Count
115
Edgar First Filing Date
1999-05-17
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
113
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0000938759-26-000002
Edgar Former Names
MONARCH CAPITAL MANAGEMENT INC/

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
127 W BERRY STREET STE 402FORT WAYNE, IN 46802
Business
127 WEST BERRY STREET STE 402FORT WAYNE, IN 46802
Edgar EIN
351923576
Edgar Recent Filings
13F-HR2026-04-16 · 0000938759-26-000002
13F-HR2026-01-23 · 0000938759-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-29T20:09:01Z
Rdap Domain Last Changed
2024-12-30T14:01:18Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2164267
Trust Company Affiliate
No

People (7)

7
MEYER, JOHN, DAVID
IAR · Direct Owner · 37.5%
2164267
MOENTER, KATHERINE, KOVER
Direct Owner · 37.5%
5479325
MEYER, DAVID, MICHAEL
IAR · Direct Owner · 17.5%
2519448
Gonzalez, Jessica, Hope
Executive Officer · 2.5%
8032200
Tracey, Teresa, Joann
Executive Officer · 2.5%
6607787
GEORGE ROBERT DONNER
IAR
3109401
ADAM ANTHONY BEARD
IAR
6800877