M
CRD: 327654
Myers Asset Management LLC
Whiteland, IN
3177714905
$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2023
- Office Locations
- 1
Office Locations
-- Whiteland IN
About Myers Asset Management LLC
Myers Asset Management LLC is a Whiteland-based RIA. The firm has been operating for 2 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fifth Third Bank. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$18.9M AVG AUM / ADVISOR
$676.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Focus peak
Investment Themes
Summit element
Investment Vehicles
Glacier
Services
Peak Value alpha Beacon unison North momentum
Owner & Executives
D
DOUGLAS EDWARD MYERS
Chief Compliance Officer, Managing Member
- CRD
- #2866859
- Ownership
- 75% or more
(732) 798-3004
pioneer.peak@valuecapital.com
in linkedin.com/in/vector-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,948,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,948,698 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,948,698
Public Funds:
46.8% Equity - Exchange:
22.4% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,578,646,557 | 46.8% |
| Equity - Exchange | $1,712,856,472 | 22.4% |
| Cash | $2,355,177,649 | 30.8% |
| Total | $7,646,680,678 | 100.0% |