Métier Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$188,338,526
Total clients
5
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$37,667,705
About
Métier Capital provides investment consulting and sub-advisory services to other investment advisory firms and institutional clients, offering outsourced CIO support, asset-allocation guidance, periodic market analysis, and portfolio construction using ETFs, individual securities, and mutual funds. The firm does not provide services directly to retail individual clients and structures engagements through written agreements with each Advisor.
The firm’s investment work is primarily non-discretionary: Métier delivers recommendations, participates in Advisors’ investment committees, and supports trade implementation and ongoing monitoring while final trading authority remains with the Advisor. Its process emphasizes long-term, pragmatic asset allocation, internal due diligence on security-level characteristics, and tailoring portfolios to the objectives and risk tolerances communicated by the Advisor.
Noteworthy for its peer group, Métier manages nearly $188 million across a very small number of Advisor relationships and reports all AUM as non-discretionary, an arrangement that is uncommon among supported firms that typically serve retail clients or exercise discretion. The firm also does not take custody of client assets (aside from authorized fee deductions), does not charge performance-based fees, and typically expects Advisors to allocate substantial assets when engaging its investment management services.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Investment consulting services typically range between $40,000 and $180,000 annually Fee-only: Investment consulting services and investment management services are fee-based with no commissions
Main office location
Métier Capital, LLC
Rochester NY, United States
Number of offices
2
Most active in
Florida · Louisiana · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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