George Donner has been an investment adviser representative at Monarch Capital Management since December 1998, and is not listed among the firm’s executive officers or direct owners. George Donner holds an AB in Physics from Princeton University and a PhD from Massachusetts Institute of Technology.
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.
George Donner is a Portfolio Manager of Monarch Capital Management and has been since 1998. He started his investment career in the Trust Department at Fort Wayne National Bank, working for David Meyer.
- – present · 27 yearsFort Wayne, IN · Adviser representative · Firm CRD 106244
Professional designations
Listed by Monarch Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
George Donner is registered as an investment adviser representative in Indiana, since December 1998.
- IndianaSince 30 December 1998
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- George Robert Donner
- CRD
- 3109401
- Firm
- Monarch Capital Management · CRD 106244
- Office
- 127 WEST BERRY STREET, SUITE 402, Fort Wayne, IN 46802
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- monarchcapitalmgmt.com
Where does George Donner work?
George Donner is an investment adviser representative registered through Monarch Capital Management Inc since December 1998, and is not listed among the firm’s executive officers or direct owners.
Is George Donner a financial advisor?
Yes. George Donner has a current investment-adviser registration in Indiana, through Monarch Capital Management since December 1998.
How many years of experience does George Donner have?
George Donner has 27 years in the financial industry, since December 1998, across 1 adviser firm.
What exams has George Donner passed?
George Donner passed the Series 65 in August 1998.
Where is George Donner based?
George Donner’s registered office is in Fort Wayne, IN.
Is George Donner registered with FINRA?
No. George Donner has no current broker registration.
Is George Donner a CFA charterholder?
Monarch Capital Management lists George Donner with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify George Donner’s record?
Search CRD 3109401 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Donner’s full registration record.
David MeyerChief Executive Officer, Senior Investment Officer
John MeyerPresident, Chief Investment Officer, Senior Analyst- Adam BeardChief Financial Officer & Treasurer
- Elizabeth FreckChief Operating Officer
- Jessica GonzalezChief Compliance Officer
- Stephanie DeckChief People Officer
- Katherine MoenterDirector