Overview
Assets Under Management: $130 million
Headquarters: MILFORD, OH
High-Net-Worth Clients: 47
Average Client Assets: $1.9 million
Frequently Asked Questions
MESSMER CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305387), MESSMER CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
MESSMER CAPITAL ADVISORS LLC is headquartered in MILFORD, OH.
MESSMER CAPITAL ADVISORS LLC serves 47 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MESSMER CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MESSMER CAPITAL ADVISORS LLC manages $130 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MESSMER CAPITAL ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.14%
Average Client Assets: $1.9 million
Total Client Accounts: 593
Discretionary Accounts: 590
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 305387
Filing ID: 2090396
Last Filing Date: 2026-03-31 22:03:51