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
2.8 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:
21.4% Public Funds:
10.2% Equity - Exchange:
14.1% Equity - Exchange:
17.3% Cash:
14.8% Cash:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,636,389,665 | 21.4% |
| Public Funds | $779,961,429 | 10.2% |
| Equity - Exchange | $1,078,181,976 | 14.1% |
| Equity - Exchange | $1,322,875,757 | 17.3% |
| Cash | $1,131,708,740 | 14.8% |
| Cash | $1,697,563,111 | 22.2% |
| Total | $7,646,680,678 | 100.0% |