Messmer Capital Advisors LLC

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Client assets under management

$129,424,914

Clients

215

22% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

108

Very High

Average account size

$601,976

About

Messmer Capital Advisors LLC provides advisory services to individuals, high‑net‑worth clients, pensions, profit‑sharing plans, trusts, estates, and small businesses. Services include discretionary portfolio management, retirement plan (401(k)) investment advisory, and standalone financial planning and consulting, and the firm does not impose account minimums.

The firm’s investment process blends fundamental and technical analysis and favors generally long‑term, diversified allocations across ETFs, mutual funds, equities and fixed‑income, with the option to incorporate foreign exposure. Messmer monitors accounts on an ongoing basis, conducts formal reviews at least annually, and may tailor portfolios or utilize third‑party money managers and a selected sub‑advisor to implement client strategies.

Distinctive aspects disclosed in the brochure include an affiliation with an insurance agency and registered insurance agents on staff, with advisors eligible to receive insurance commissions when acting in that capacity. The firm also provides regular client communications — including quarterly investor letters — and supplies new clients with a full copy of its Form ADV brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management General estate planning guidance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat rate for financial planning services (specific rate not stated).

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% Over $3,000,000+: 0.65%

Project-based

Hourly rate for financial planning services (specific rate not stated).

Other

Fee-only: Financial planning services at hourly rate or agreed upon flat rate.

Main office location

Messmer Capital Advisors LLC

220 Mill Street

Milford OH 45150, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 740-972-1196

Advisors at this firm

Daniel M

Series 66

Powell, OH

Messmer Capital Advisors LLC

Daniel Messmer is a financial advisor at Messmer Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Meeder Investment Management, Inc. since 2013. Outside of his advisory role, he owns and manages rental properties in central Ohio. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Wealth management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired

Michael M

Series 63

Milford, OH

Messmer Capital Advisors LLC

Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Wealth management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired

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