MEYER CAPITAL MANAGEMENT LLC.

Overview

Meyer Capital Management LLC is an independent, fee-based registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary portfolio management across individual/small business accounts and pooled investment vehicles. Since its SEC registration in 2018 the firm has shown a clear preference for equity-oriented portfolios, deploying separately managed accounts as the primary vehicle for client assets and emphasizing liquid, exchange-traded instruments as the core of client exposure. The firm charges a percentage-of-AUM fee and manages client relationships on a discretionary basis. It does not identify itself as an active ESG investor and is not structured as a multi-state adviser in its filings. Its advisory scope includes standard financial planning alongside hands-on portfolio implementation for both individual clients and pooled vehicles.

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Public Holdings

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Location & Offices