M
Meziab Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,144,631
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$2,867,474
About
Meziab Capital Management provides fee-based investment management services to individuals, high‑net‑worth individuals and retirement plans, and also accepts charitable organizations and institutional clients — the firm’s work with nonprofits and institutions is less common among independent advisers. Clients enter into written advisory agreements and grant the firm trading authorization for discretionary portfolio management.
The firm follows an active management approach, primarily using stocks, bonds, mutual funds and exchange‑traded funds and employing fundamental, technical and cyclical analysis; holding periods may be long or short and, on occasion, under 30 days. Portfolios are tailored to each client’s financial situation, goals and risk tolerance and are monitored with periodic reviews, at least quarterly.
Distinctive operational features include the principal’s outside involvement with a charitable foundation and the firm’s explicit handling of nonprofit and institutional accounts, which can introduce different reporting and governance considerations than retail‑only practices. The firm generally directs custody to specific broker‑dealers and discloses receipt of custodial services and other benefits, and the principal is also licensed to sell insurance products — arrangements the firm notes as potential conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 2.00% annually, billed quarterly in advance, negotiable below maximum
Account minimum: $50,000
Main office location
Meziab Capital Management, Inc.
Tucson AZ, United States
Number of offices
1
Most active in
Meziab Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona
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
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