Adam Beard
Monarch Capital Management · Fort Wayne, Indiana
Adam Beard is a fee-only financial advisor at Monarch Capital Management in Fort Wayne, Indiana. Adam charges a percentage of assets.
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Facts
| Firm | Monarch Capital Management |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model | Percentage of assets |
| Assets under management | $495.7M across 373 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6800877 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.monarchcapitalmgmt.com |
| Profile |
How Adam's firm compares
- Monarch Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Adam
Is Adam Beard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Monarch Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a percentage of assets.
Where is Adam Beard based?
Adam Beard is based in Fort Wayne, Indiana.
Is Adam Beard registered with the SEC?
Yes. Adam Beard is registered as an investment adviser representative in IN (CRD 6800877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monarch Capital Management manage?
Monarch Capital Management reports $495.7M across 373 accounts in assets under management.
How do I contact Adam Beard?
Through Adam's website, www.monarchcapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Monarch Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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