Brixey & Meyer Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$202M
Discretionary
$202M
100% of AUM
Avg account
$40.4M
Accounts
5
Employees
15
Advisory reps
4

Firm details

Headquarters
Cincinnati, Ohio
CRD number
299465
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brixey & Meyer Capital LLC is an SEC-registered limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is set up to provide portfolio management for pooled investment vehicles and charges a mix of percentage-of-AUM and performance-based fees. Ownership is recorded as a mix of a domestic entity and an individual, and the firm is not positioned as a capital allocator to outside managers. Brixey & Meyer does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • David Brixey

    David Brixey

    CEO and PartnerCRD 7042324

  • Patrick Hayes

    Patrick Hayes

    Chief Compliance OfficerCRD 6571587

  • Justin Haines

    Justin Haines

    Chief Financial OfficerCRD 7893197

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
201 E 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth