George Robert Donner
Investment adviser representative at Monarch Capital Management Inc
28 yearsExperience
1 stateRegistered in
CFADesignation
$495.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Monarch Capital Management, Inc.Jun 1998 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IN).
Monarch Capital Management Inc
$495.7MAssets managed
194Clients
4Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3109401
- Firm CRD
- 106244