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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-1994
- Office Locations
- 1
Office Locations
About Neumeier Capital Management, INC
Neumeier Capital Management, INC is a Concord-based RIA. The firm has been operating for 32 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 68.6% is discretionary and 31.4% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $420.1K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Vehicles
- Services
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Owner & Executives
STEPHEN ALLAN NEUMEIER
Portfolio Manager, President
- CRD
- #1320155
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,612,529 | -- |
| Non-Discretionary | $2,109,173 | -- |
| Total | $6,721,702 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Neumeier Capital Management, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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