$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest northUnison prime +more
- Established Date
- 08-31-2005
- Office Locations
- 1
Office Locations
2200 Post OAK Boulevard Suite 1000 Houston TX
About Newmyer Wealth Management
Newmyer Wealth Management is a Houston-based, founder-led RIA providing independent, objective wealth management and financial planning, including portfolio construction, estate planning, and insurance guidance. The firm serves primarily retail clients (including entrepreneurs) and implements portfolios largely with ETFs alongside cash and U.S. government/agency exposure; custody includes Charles Schwab.
Team overview
49 AVG AGE
$51.3M AVG AUM / ADVISOR
$640.6K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Pioneer Glacier frontier Capital value
Client Personas
Quantum
Custodian
Pathway element Catalyst Beacon Optima peak Alpha Bridge prime
Investment Themes
Vertex wave
Investment Vehicles
Oak
Services
Zenith Catalyst insight Value foundation Unison Radial value Insight delta Delta glacier
Technology
Crest Vector radial Ember alpha
Owner & Executives
STEVEN KENT NEWMYER
Chief Executive Officer, President, Wealth Advisor
- CRD
- #4430323
- Ownership
- 75% or more
(753) 803-3723
fusion.fusion@quantumcapital.com
in linkedin.com/in/capital-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,251,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,251,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,251,000
Equity - Exchange:
37.8% Cash:
45.5% U.S. Government/Agency:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,222,736,176 | 37.8% |
| Cash | $1,471,812,064 | 45.5% |
| U.S. Government/Agency | $540,203,549 | 16.7% |
| Total | $3,234,751,789 | 100.0% |