MONARCH CAPITAL MANAGEMENT INC
CRD #106244 SEC #801-46796 FORT WAYNE, IN 260-422-2765
SEC Registered
Total AUM
$476.4M
Discretionary
$476.4M
Employees
9
Clients
10
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $476.4M | $476.4M | $0 | 9 | 1 |
| Apr 2024 | $414.2M | $414.2M | $0 | 8 | 0 |
| Feb 2024 | $414.2M | $414.2M | $0 | 8 | 0 |
| Feb 2024 | $409.1M | $409.1M | $0 | 9 | 0 |
| Mar 2023 | $409.1M | $409.1M | $0 | 9 | 0 |
| Mar 2022 | $490M | $490M | $0 | 9 | 0 |
| Mar 2021 | $409M | $409M | $0 | 10 | 0 |
| Jan 2021 | $395.8M | $395.8M | $0 | 10 | 0 |
| Dec 2020 | $395.8M | $395.8M | $0 | 10 | 0 |
| Jun 2020 | $395.8M | $395.8M | $0 | 10 | 0 |
| Mar 2020 | $395.8M | $395.8M | $0 | 10 | 0 |
| Sep 2019 | $321.4M | $321.4M | $0 | 8 | 0 |
| Mar 2019 | $321.4M | $321.4M | $0 | 8 | 0 |
| Dec 2018 | $340.6M | $340.6M | $0 | 7 | 0 |
| Mar 2018 | $340.6M | $340.6M | $0 | 7 | 0 |
| Mar 2017 | $336.8M | $336.8M | $0 | 7 | 200 |
| Dec 2016 | $323.3M | $323.3M | $0 | 8 | 200 |
| Jan 2016 | $323.3M | $323.3M | $0 | 8 | 200 |
| Feb 2015 | $326.8M | $326.8M | $0 | 7 | 200 |
| Feb 2014 | $312.5M | $312.5M | $0 | 7 | 200 |
| Feb 2013 | $263.5M | $263.5M | $0 | 7 | 200 |
| Feb 2012 | $254.7M | $254.7M | $0 | 6 | 200 |
| Mar 2011 | $250.6M | $250.6M | $0 | 10 | -- |
| Mar 2009 | $199.7M | $199.7M | $0 | 10 | -- |
| Jan 2008 | $282.6M | $282.6M | $0 | 10 | -- |
| Mar 2007 | $234.8M | $234.8M | $0 | 10 | -- |
| Mar 2006 | $226.5M | $226.5M | $0 | 10 | -- |
| Feb 2005 | $238.8M | $238.8M | $0 | 5 | -- |
DateFeb 2025
Total AUM$476.4M
Discretionary$476.4M
Non-Disc.$0
Employees9
Clients1
DateApr 2024
Total AUM$414.2M
Discretionary$414.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$414.2M
Discretionary$414.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$409.1M
Discretionary$409.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$409.1M
Discretionary$409.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$321.4M
Discretionary$321.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$321.4M
Discretionary$321.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$336.8M
Discretionary$336.8M
Non-Disc.$0
Employees7
Clients200
DateDec 2016
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees8
Clients200
DateJan 2016
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees8
Clients200
DateFeb 2015
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees7
Clients200
DateFeb 2014
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees7
Clients200
DateFeb 2013
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees7
Clients200
DateFeb 2012
Total AUM$254.7M
Discretionary$254.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees5
Clients--