Meyer Capital Management LLC. logo

Meyer Capital Management LLC.

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Client assets under management

$181,528,923

Clients

115

10% high-net worth

Advisors

2

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

58

Typical

Average account size

$1,578,512

About

Meyer Capital Management, LLC provides portfolio management and investment advisory services primarily to individual and high‑net‑worth clients while also working with institutional entities. The firm’s client mix includes several atypical institutional relationships for a firm of its size, such as sovereign wealth funds, banking or thrift institutions, state and municipal governments, insurance companies and other investment advisers.

Meyer Capital typically structures compensation as a percentage of assets under management and describes its services in terms of aligning the firm’s interests with those of its clients. Its brochure emphasizes confidentiality and operational controls, stating that it does not sell client information, requires employee adherence to high ethical standards, and maintains security measures that it says comply with and often exceed federal and state requirements.

Compared with peers, Meyer Capital is notable for combining a relatively small advisory team and client base with an unusual breadth of institutional client types. The firm’s formal privacy policy and repeated emphasis on internal controls, ethics and ongoing security reviews are presented as distinguishing operational features in its disclosure materials.

Client services

Financial planning Portfolio management

Main office location

Meyer Capital Management LLC.

7655 Five Mile Road, Suite 209

Cincinnati OH 45230, United States

Number of offices

1

Most active in

Kentucky · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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