Myers Asset Management LLC

Overview

Myers Asset Management LLC is a small, privately owned RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly available pooled vehicles rather than bespoke direct holdings. It does not identify as an ESG investor, and it operates under a single-state, non-pension consultant model. Given its owner-type and client base, the firm appears to position itself as a boutique wealth manager serving individual and family clients with straightforward, fee-for-service portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices