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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
About Thomas Meyer Investments
Thomas Meyer Investment Management is a Leander, TX, retail-focused advisory led by Thomas Harris Meyer. The firm builds portfolios using ETFs, mutual funds, and fixed income/annuity solutions, emphasizing downside protection and risk-controlled participation in equity upside. Services include retirement planning, portfolio construction, and insurance/life insurance guidance, with custody support including Schwab and Altruist.
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Owner & Executives
THOMAS HARRIS MEYER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2369107
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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