Overview
Assets Under Management: $191 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 11
Average Client Assets: $8.2 million
Frequently Asked Questions
MEYER CAPITAL MANAGEMENT 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 #106904), MEYER CAPITAL MANAGEMENT LLC. is subject to fiduciary duty under federal law.
MEYER CAPITAL MANAGEMENT LLC. is headquartered in CINCINNATI, OH.
MEYER CAPITAL MANAGEMENT LLC. serves 11 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MEYER CAPITAL MANAGEMENT LLC. offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
MEYER CAPITAL MANAGEMENT LLC. manages $191 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MEYER CAPITAL MANAGEMENT LLC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.12%
Average Client Assets: $8.2 million
Total Client Accounts: 353
Discretionary Accounts: 353
Regulatory Filings
CRD Number: 106904
Filing ID: 2079917
Last Filing Date: 2026-03-30 16:52:30