MEYER CAPITAL MANAGEMENT LLC.
Adviser information for MEYER CAPITAL MANAGEMENT LLC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 346 | $144.8M |
| Non-Discretionary | 0 | $0 |
| Total | 346 | $144.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 108 | $95.0M |
| HNW Individuals | 6 | $49.8M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-114159 |
|---|---|
| SEC ERA File Number | 801-114159 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106904 |
| Legal Entity Identifier | None |
Principal Office
7655 FIVE MILE ROADSUITE 209
CINCINNATI
OH
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 513-772-3600, Fax: None
Chief Compliance Officer
TIMOTHY MEYER
PRESIDENT & CHIEF INVESTMENT OFFICER
7655 FIVE MILE ROAD
SUITE 209
CINCINNATI
OH
United States
Tel:
513-772-3600
T***@***************M
(Full email address available in API data)
Regulatory Contact
ALISON BELEW
DIRECTOR, PORTFOLIO ADMINISTRATION
7655 FIVE MILE ROAD
SUITE 209
CINCINNATI
OH
United States
Tel:
513-772-3600
A******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYER, JOHN, PATRICK | Individual | – | MEMBER | 06/2017 | < 5% |
| MEYER, TIMOTHY | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/1996 | > 75% |
| BELEW, ALISON, S | Individual | – | MEMBER | 01/2015 | < 5% |
| Brown, Amanda, N | Individual | – | MEMBER | 01/2021 | < 5% |