Meziab Capital Management, Inc.

RIASEC Registered
Total AUM
$40.1M
Discretionary
$40.1M
100% of AUM
Avg account
$1.9M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113856
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations87.06%
  • HNWI8.62%
  • Individuals4.32%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meziab Capital Management, Inc. is a small, privately owned advisory firm that provides discretionary portfolio management to individuals, small businesses and institutional entities. The firm charges fees based on a percentage of assets under management and concentrates its strategy on equity exposure, with a pronounced tilt toward non-exchange-traded equity instruments. Meziab does not identify as an active ESG investor and appears to operate with a single-office, single-state footprint. Investment activity centers on managed separate account relationships and direct equity allocations rather than broad passive ETF wrappers. The firm lists portfolio management for both individual/small business clients and for business or institutional clients as its primary advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 90%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%90%
  • Non-Exchange Traded Equities90%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Ziad Meziab

    OwnerCRD 1751828

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth