CRD: 168223
Meixler Investment Management, Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2013
- Office Locations
- 1
Office Locations
About Meixler Investment Management, Ltd.
Meixler Investment Management, Ltd. is an independent RIA based in Show Low, Arizona, serving clients nationwide. The firm builds growth and retirement income portfolios for individuals, families, and closely held businesses, pairing investment management with guidance on insurance, Social Security, and estate planning. Its value-oriented (Graham-Dodd) approach with Austrian-economic influence is implemented in-house—primarily using ETFs—without outside managers or mutual funds, and is custodied at Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL CHARLES MEIXLER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2315506
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,353,048 | $242,671 |
| Non-Discretionary | $0 | -- |
| Total | $228,353,048 | $242,671 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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