David Meyer
Monarch Capital Management · Fort Wayne, Indiana
David Meyer is a fee-only financial advisor at Monarch Capital Management in Fort Wayne, Indiana. David charges a percentage of assets.
Request an introduction to David →
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 2519448 |
| Exams passed | Series 65 (1994) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.monarchcapitalmgmt.com |
How David's firm compares
- Monarch Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 373 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
Where is David Meyer based?
David Meyer is based in Fort Wayne, Indiana.
Is David Meyer registered with the SEC?
Yes. David Meyer is registered as an investment adviser representative in IN (CRD 2519448), 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 David Meyer?
Through David'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.
See something wrong? Request a correction. Read our methodology.