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Metz Capital Management LLC (Lewes)


Metz Capital Management LLC is an adviser based in Lewes. It manages $51.23 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001.

Metz Capital Management provides portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Metz Capital Management: assets under management

The assets under management (AUM) of Metz Capital Management LLC is $51.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Metz Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lewes

The principal office where Metz Capital Management LLC performs its advisory services is located at 439 Kings Hwy, Lewes, DE 19958, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-644-1193 or by fax 302-644-1195. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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