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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 06-16-2006
- Office Locations
- 1
Office Locations
About Metis Capital Management LLC
Metis Capital Management is a New York-based RIA providing customized portfolio management and planning rooted in goal, tax, and risk analysis for individual and institutional clients. Portfolios span equity, fixed income, and cash in growth, balanced, or income styles, guided by top-down and bottom-up research and a preference for long-followed, high-quality stocks. Uses Advent/Axys and delivers quarterly appraisals plus board-ready reporting; custody options include Fidelity and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GRANT ERIC ROGERS
Chief Compliance Officer, Managing Member, Private Banker
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,806,712 | $693,179 |
| Non-Discretionary | $0 | -- |
| Total | $29,806,712 | $693,179 |
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Separately Managed Accounts
Total SMA Asset: $29,806,712
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,651,211,364 | 24.7% |
| Equity - Exchange | $828,948,215 | 12.4% |
| Cash | $2,306,347,857 | 34.5% |
| Corporate - Investment Grade | $1,898,558,815 | 28.4% |
| Total | $6,685,066,251 | 100.0% |