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Chief Financial Officer & Treasurer · Monarch Capital Management Inc

Adam A. Beard

CRD 6800877 · Named on Form ADV at one SEC-registered adviser

At a glance

Monarch Capital Management Inc, an SEC-registered wealth manager based in Fort Wayne, IN with $496 million in regulatory assets, lists Adam A. Beard on its Form ADV as Chief Financial Officer & Treasurer, a control person.

Firms and roles

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Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Adam on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.