$58.0M Total AUM
$58.0M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Mesecher, Keith
Keith Mesecher is a San Diego-based solo RIA offering financial planning and discretionary portfolio management. Public profile data indicates portfolios are implemented primarily with ETFs (plus modest cash) and custody includes Charles Schwab. Relevant for ETF-focused distribution teams looking to engage a planning-led practice serving both retail and institutional relationships.
Team overview
-- AVG AGE
$58.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
31.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Asset Classes
Crest bridge
Custodian
Fusion summit
Investment Themes
Wave focus Radial fusion
Investment Vehicles
Glacier delta
Services
Glacier element
Owner & Executives
KEITH MESECHER
Investment Advisor Representative
- CRD
- #2533313
- Ownership
- 75% or more
(649) 352-3168
radial.meridian@valuecapital.com
in linkedin.com/in/atlas-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,000,000
Equity - Exchange:
28.4% Cash:
71.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,803,474,304 | 28.4% |
| Cash | $4,546,787,330 | 71.6% |
| Total | $6,350,261,634 | 100.0% |