Neumeier Capital Management, Inc

RIASEC Registered
Total AUM
$6.7M
Discretionary
$4.6M
69% of AUM
Avg account
$172K
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
115911
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI63.96%
  • Individuals36.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Neumeier Capital Management, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual owner and charges clients a combination of a percentage-of-AUM fee and hourly fees for planning work. Its stated advisory activity centers on traditional wealth-management services rather than running dedicated funds or acting as a capital allocator. Investment approach is centered on public investments — primarily mutual funds — rather than direct private market allocations. The firm does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Given its client base and fee structure, Neumeier Capital Management emphasizes ongoing advisory relationships with a small number of household clients rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 33%, US Government Bonds 13%, Exchange Traded Equities 11%43%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents33%
  • US Government Bonds13%
  • Exchange Traded Equities11%

Contacts

1 of 1
  • Stephen Neumeier

    Stephen Neumeier

    PresidentCRD 1320155

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth