Adam Beard has been Chief Financial Officer & Treasurer of Monarch Capital Management since April 2026, is a control person of the firm and directly owns under 5% of it.
Monarch Capital Management Inc is a Fort Wayne, IN firm with $496M under management, 194 clients and 4 advisers in one office, as of its July 2026 filing.
- – present · under a yearFort Wayne, IN · Adviser representative · Firm CRD 106244
Investment adviser representative registrations
Adam Beard is registered as an investment adviser representative in Indiana, since February 2026.
- IndianaSince 11 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam Anthony Beard
- CRD
- 6800877
- Firm
- Monarch Capital Management · CRD 106244
- Role
- Chief Financial Officer & Treasurer
- Office
- 127 W BERRY STREET, SUITE 402, Fort Wayne, IN 46802
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Beard work?
Adam Beard has been Chief Financial Officer & Treasurer of Monarch Capital Management Inc since April 2026, and is a control person of the firm.
Is Adam Beard a financial advisor?
Yes. Adam Beard has a current investment-adviser registration in Indiana, through Monarch Capital Management since February 2026.
How many years of experience does Adam Beard have?
Adam Beard has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Adam Beard passed?
Adam Beard passed the Series 65 in December 2025.
Where is Adam Beard based?
Adam Beard’s registered office is in Fort Wayne, IN.
Is Adam Beard registered with FINRA?
No. Adam Beard has no current broker registration.
How can I verify Adam Beard’s record?
Search CRD 6800877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Beard’s full registration record.
