$107.9M Total AUM
$107.9M Disc. AUM
-- 3Y CAGR
3 Employees
203 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-1994
- Office Locations
- 2
Office Locations
429 Kings HWY Lewes DE
439 Kings Highway Lewes DE
About Metz Capital Management LLC
Metz Capital Management is a Lewes, Delaware investment adviser providing portfolio management and financial planning for individuals and businesses. The firm builds tailored portfolios aligned to client goals, with a strong ETF-based SMA approach complemented by mutual funds and fixed income. Custody available at Schwab.
Team overview
61 AVG AGE
$107.9M AVG AUM / ADVISOR
$531.7K AVG AUM / CLIENT
13.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Asset Classes
Horizon prime
Custodian
Zenith foundation Wave
Investment Vehicles
Beacon north
Services
Beacon glacier Unison Quantum Bridge Element Bridge matrix Meridian
Owner & Executives
A
ANDREW METZ
Chief Compliance Officer, Investment Adviser Representative, Investment Advisor, Managing Member
- CRD
- #3223354
- Ownership
- 10% but less than 25%
(857) 320-8266
meridian.wave@eaglecapital.com
in linkedin.com/in/oak-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
K
KIRSTEN Julia LOPEZ
--
- CRD
- #5897006
(319) 451-9517
vector.crest@unisoncapital.com
in linkedin.com/in/ember-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,940,245 | $128,075 |
| Non-Discretionary | $0 | -- |
| Total | $107,940,245 | $128,075 |
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Separately Managed Accounts
Total SMA Asset: $107,940,245
Equity - Exchange:
28.3% Equity - OTC:
12.5% Corporate - Investment Grade:
11.0% Cash:
17.1% Municipal Bonds:
17.2% U.S. Government/Agency:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $898,717,677 | 28.3% |
| Equity - OTC | $396,960,105 | 12.5% |
| Corporate - Investment Grade | $349,324,892 | 11.0% |
| Cash | $543,041,423 | 17.1% |
| Municipal Bonds | $546,217,104 | 17.2% |
| U.S. Government/Agency | $441,419,636 | 13.9% |
| Total | $3,175,680,837 | 100.0% |