{
  "crd_number": 168223,
  "slug": "meixler-investment-management-ltd-show-low-az-168223",
  "primary_business_name": "MEIXLER INVESTMENT MANAGEMENT, LTD.",
  "legal_name": "MEIXLER INVESTMENT MANAGEMENT, LTD.",
  "dbas": [],
  "city": "Show Low",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "43320",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-10-23",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 228353048.0,
  "raum_discretionary": 228353048.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 33171.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 135282809.0,
      "count": 520
    },
    "high_net_worth_individuals": {
      "raum": 89385514.0,
      "count": 41
    },
    "corporations_other_businesses": {
      "raum": 3651554.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "LA",
    "NE",
    "NH",
    "NM",
    "TX",
    "WA"
  ],
  "websites": [
    "https://showlowadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168223",
  "city_as_filed": "SHOW LOW",
  "url": "https://advisorcensus.com/firm/meixler-investment-management-ltd-show-low-az-168223",
  "display_name": "Meixler Investment Management, Ltd.",
  "summary": "Meixler Investment Management, Ltd. is an SEC-registered investment advisory firm in Show Low, AZ, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Meixler Investment Management, Ltd. (CRD 168223): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Meixler Investment Management, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meixler Investment Management, Ltd. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Meixler Investment Management, Ltd.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Meixler Investment Management, Ltd. located?",
      "a": "Meixler Investment Management, Ltd.'s principal office is in Show Low, AZ, according to its Form ADV."
    },
    {
      "q": "Is Meixler Investment Management, Ltd. registered with the SEC or a state?",
      "a": "Meixler Investment Management, Ltd. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168223."
    },
    {
      "q": "How much does Meixler Investment Management, Ltd. manage?",
      "a": "Meixler Investment Management, Ltd. reports $228,353,048 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Meixler Investment Management, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meixler Investment Management, Ltd.: Regulatory assets under management: $116,598,111 in the October 2021 data and $228,353,048 in the October 2026 data, up 96%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meixler Investment Management, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (520); high net worth individuals (41); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Meixler Investment Management, Ltd. use?",
      "a": "Meixler Investment Management, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meixler Investment Management, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168223"
    },
    {
      "q": "What changed in Meixler Investment Management, Ltd.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $189,656,766 to $228,353,048 (+20%). Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 116598111.0,
      "total_employees": 2,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 137021405.0,
      "total_employees": 2,
      "filing_date": "2022-04-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 146872899.0,
      "total_employees": 1,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 169517423.0,
      "total_employees": 1,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 189656766.0,
      "total_employees": 1,
      "filing_date": "2025-04-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 228353048.0,
      "total_employees": 1,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $189,656,766 to $228,353,048 (+20%).",
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Meixler Investment Management, Ltd.’s annual fees for Comprehensive Portfolio Management shall be based on a negotiated percentage of the market value of the assets under management not to exceed 1. 50%."
        ]
      }
    ],
    "quotes": [
      "Meixler Investment Management, Ltd.’s annual fees for Comprehensive Portfolio Management shall be based on a negotiated percentage of the market value of the assets under management not to exceed 1. 50%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/meixler-investment-management-ltd-show-low-az-168223.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 520,
      "fewer_than_5": false,
      "raum": 135282809.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 89385514.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 33171.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3651554.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168223",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}