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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 2 advisory representatives and 218 clients, or 109 clients per representative. That equates to $598.1K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Messmer Capital Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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| 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
SMA allocation detail is available
Messmer Capital Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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