Chief Executive Officer, Senior Investment Officer · Monarch Capital Management Inc
David M. Meyer
CRD 2519448 · 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 David M. Meyer on its Form ADV as Chief Executive Officer, Senior Investment Officer, a control person.
Firms and roles
- Monarch Capital Management IncChief Executive Officer, Senior Investment OfficerWealth manager · Fort Wayne, IN · $496M in regulatory assets
AtlasMembers
David’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- John D. MeyerPresident, Chief Investment Officer, Senior Analyst, Monarch Capital Management Inc
- Katherine K. MoenterDirector, Monarch Capital Management Inc
- Jessica H. GonzalezChief Compliance Officer, Monarch Capital Management Inc
- Adam A. BeardChief Financial Officer & Treasurer, Monarch Capital Management Inc
- Elizabeth A FreckChief Operating Officer, Monarch Capital Management Inc
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.