Elizabeth Freck is a control person of Monarch Capital Management and directly owns under 5% of it.
Monarch Capital Management is an investment adviser based in Fort Wayne, IN, registered with the SEC since 1994. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $496 million, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8267307
- Firm
- Monarch Capital Management · CRD 106244
- Role
- Chief Operating Officer
- In role since
- April 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Fort Wayne, IN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Freck work?
Elizabeth Freck has been Chief Operating Officer of Monarch Capital Management Inc since April 2026, and is a control person of the firm.
How can I verify Elizabeth Freck’s record?
Elizabeth Freck’s role is listed on Monarch Capital Management Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106244.
