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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital beacon
- Established Date
- 11-10-1999
- Office Locations
- 1
Office Locations
About Meyer Capital Management Llc.
Meyer Capital Management (Cincinnati, OH) is an independent RIA providing fiduciary financial planning and portfolio management focused on helping clients preserve and grow wealth. Portfolios commonly use ETFs alongside fixed income and mutual funds within asset-allocation frameworks, with insurance and socially responsible options available. Led by President/CCO Tim Meyer and CIO/CFP John Meyer; custodies primarily at Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY MEYER
Chief Compliance Officer, President
- CRD
- #2947988
- Ownership
- 75% or more
ALISON S BELEW
Director
- CRD
- --
- Ownership
- Less than 5%
Pathway zenith
Focus crest
- CRD
- #67099
- Ownership
- 34.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,762,272 | $540,403 |
| Non-Discretionary | $0 | -- |
| Total | $190,762,272 | $540,403 |
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Separately Managed Accounts
Total SMA Asset: $181,528,923
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $103,013,106 | 9.2% |
| Corporate - Investment Grade | $231,779,489 | 20.7% |
| Public Funds | $216,103,581 | 19.3% |
| U.S. Government/Agency | $96,294,860 | 8.6% |
| Cash | $270,969,258 | 24.2% |
| Other | $201,547,382 | 18.0% |
| Total | $1,119,707,676 | 100.0% |