# Meixler Investment Management, Ltd.

> 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.

- CRD: 168223
- Filed as: MEIXLER INVESTMENT MANAGEMENT, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Show Low, AZ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168223
- AdvisorCensus page: https://advisorcensus.com/firm/meixler-investment-management-ltd-show-low-az-168223

## Quick answers

**How is Meixler Investment Management, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Meixler Investment Management, Ltd. reports these compensation arrangements: a percentage of assets under its management.

**How much does Meixler Investment Management, Ltd. charge?**
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.

**Where is Meixler Investment Management, Ltd. located?**
Meixler Investment Management, Ltd.'s principal office is in Show Low, AZ, according to its Form ADV.

**Is Meixler Investment Management, Ltd. registered with the SEC or a state?**
Meixler Investment Management, Ltd. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168223.

**How much does Meixler Investment Management, Ltd. manage?**
Meixler Investment Management, Ltd. reports $228,353,048 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Meixler Investment Management, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Meixler Investment Management, Ltd. serve?**
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).

**Which custodians does Meixler Investment Management, Ltd. use?**
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.

**Does Meixler Investment Management, Ltd. report any disciplinary disclosures?**
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

**What changed in Meixler Investment Management, Ltd.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $228,353,048
- Discretionary: $228,353,048
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 520 | $135,282,809 |
| High net worth individuals | 41 | $89,385,514 |
| Charitable organizations | 1 | $33,171 |
| Corporations or other businesses not listed above | 8 | $3,651,554 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, ID, LA, NE, NH, NM, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- showlowadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,598,111 | 2 | March 10, 2021 |
| October 2022 | $137,021,405 | 2 | April 12, 2022 |
| October 2023 | $146,872,899 | 1 | March 28, 2023 |
| October 2024 | $169,517,423 | 1 | March 27, 2024 |
| October 2025 | $189,656,766 | 1 | April 23, 2025 |
| October 2026 | $228,353,048 | 1 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $189,656,766 to $228,353,048 (+20%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meixler Investment Management, Ltd. (CRD 168223): Form ADV filing data as of October 2026.