Katherine Moenter is a control person of Monarch Capital Management and directly owns between 25% and 50% 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
- 5479325
- Firm
- Monarch Capital Management · CRD 106244
- Role
- Director
- In role since
- September 2007 · 19 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Fort Wayne, IN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherine Moenter work?
Katherine Moenter has been Director of Monarch Capital Management Inc since September 2007, and is a control person of the firm.
How can I verify Katherine Moenter’s record?
Katherine Moenter’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.
