Meyer Capital Management LLC. (Cincinnati)

Name: Meyer Capital Management LLC.
Address: 7655 Five Mile Road, Cincinnati, OH, 45230
Telephone: 513-772-3600

Meyer Capital Management LLC. is a large advisory firm based in Cincinnati. It manages $102.36 million of regulatory assets for 326 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Kentucky, Ohio, and Texas.

Meyer Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meyer Capital Management: assets under management

The assets under management (AUM) of Meyer Capital Management LLC. is $102.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $102.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313.98 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meyer Capital Management LLC. for their services and products based on a percentage of assets under management. 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.

What kind of clients Meyer Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Meyer Capital Management is high net worth individuals with 12 clients and $53.29 million of assets under management. Among the 8 most similar advisory firms, Meyer Capital Management has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $102.36 million for 97 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Meyer Capital Management doesn't advise any private funds.

Careers at Meyer Capital Management LLC.

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Meyer	President, chief compliance officer	1 Jan 1996	75% - 100%	2947988
Alison S Belew	Member	1 Jan 2015	Other	6449099
John Patrick Meyer	Member	1 Jun 2017	Other	6447590

Based in Cincinnati

The principal office where Meyer Capital Management LLC. performs its advisory services is located at 7655 Five Mile Road, Cincinnati, OH 45230 The mailing address of the firm is 7655 Five Mile Road, Cincinnati, OH 45230. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-772-3600 or by fax 513-772-3604. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at meyercapital.com.