Metz Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,940,245
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
195
22% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
195
Average account size
$553,540
About
Metz Capital Management serves individuals, individual retirement plans, trusts, estates, charitable organizations and business entities, providing discretionary investment supervisory services alongside fee-based financial planning, estate, business and educational planning. The firm typically constructs diversified portfolios invested primarily in mutual funds that do not charge sales loads and may also include certificates of deposit, municipal and government bonds, equity securities and exchange-traded funds.
Metz Capital’s investment process emphasizes portfolio diversification and periodic rebalancing, with analysis that reviews fees, investment style, risk-adjusted returns and Modern Portfolio Theory statistics for equity and fixed-income selections. Accounts are managed on a discretionary basis with at least quarterly portfolio reviews and ongoing monitoring, and the firm also offers ad hoc consultation and non‑supervisory investment advice.
The brochure’s methods-of-analysis section explicitly references separately managed accounts and the firm includes a discussion of “Leverage Risk,” indicating the potential use of borrowing or leverage in managed accounts — a combination that is uncommon among peers. The managing member holds a Certified Divorce Financial Analyst (CDFA) credential and the firm discloses a Participation Fee arrangement with Charles Schwab for referred accounts, reflecting a niche credentialed service mix and a custodial referral relationship not typical for similarly sized advisers.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
College savings (529s, UTMA, etc.)
Divorce financial planning
Fee options
Up to $10,000 for comprehensive financial planning, negotiable based on complexity
$0 - $5,000,000: 0.35% per quarter (equivalent to 1.4% annually) $5,000,000+: 0.25% per quarter (equivalent to 1.0% annually)
$175 per hour for consultation services; $250-$500 per hour for financial planning consultations
Main office location
Metz Capital Management LLC
439 Kings Hwy
Lewes DE 19958, United States
Number of offices
2
Most active in
Metz Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Delaware
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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