CRD: 117119
Myers Capital Management, INC
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- Custodian
- Assetmark · Empower · Lincoln Financial · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2000
- Office Locations
- 1
Office Locations
About Myers Capital Management, INC
Myers Capital Management is a values-driven RIA providing financial planning and investment guidance for individuals and families navigating major life transitions, including entrepreneurs. The firm focuses on simplifying clients’ financial lives with goal-based planning, portfolio construction and asset allocation using vehicles such as mutual funds, fixed income, annuities and socially responsible strategies.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL DOUGLAS MYERS
Chief Compliance Officer, DIRECTOR, Investment Advisor, President
- CRD
- #1258913
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $497,155 | -- |
| Total | $497,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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