CRD: 307993
Metcalf Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2020
- Office Locations
- 1
Office Locations
About Metcalf Investment Management, LLC
Metcalf Investment Management, LLC is a boutique Atlanta-based RIA led by Casey Metcalf, providing portfolio management and retirement plan services for retail clients, including entrepreneurs. The firm emphasizes asset allocation and uses a mix of ETFs and mutual funds, with exposure across fixed income and real estate themes. Primary custodian: Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $515.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Metcalf Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CASEY CHRISTOPHER METCALF
Agent, Chief Compliance Officer, Managing Member
- CRD
- #5684509
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
Showing 0 of 1 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,574,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,574,906 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Metcalf Investment Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.