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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2019
- Office Locations
- 2
Office Locations
About Messmer Capital Advisors LLC
Messmer Capital Advisors is an Ohio-based fiduciary RIA founded in 2019. The firm provides goals-based wealth management and comprehensive financial planning across accumulation, retirement income/distribution, tax mitigation, and estate/legacy strategies for investors, retirees, families, and business owners, with ongoing plan reviews. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL PAUL MESSMER
Financial Advisor, Managing Member, Managing Partner
- CRD
- #6373614
- Ownership
- 50% but less than 75%
MICHAEL J MESSMER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6013216
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,424,914 | $219,364 |
| Non-Discretionary | $954,655 | $318,218 |
| Total | $130,379,569 | $219,864 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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