AdvisorCensus / Financial advisors / Ohio / Cincinnati / Messmer Capital Advisors LLC
Messmer Capital Advisors LLC is an SEC-registered investment advisory firm in Milford, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.
Quick answers
From the filingHow is Messmer Capital Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Messmer Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Messmer Capital Advisors LLC located?
Messmer Capital Advisors LLC's principal office is in Milford, OH, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Messmer Capital Advisors LLC registered with the SEC or a state?
Messmer Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305387.
How much does Messmer Capital Advisors LLC manage?
Messmer Capital Advisors LLC reports $130,379,569 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (99% discretionary).
What types of clients does Messmer Capital Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (47); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does Messmer Capital Advisors LLC use?
Messmer Capital Advisors LLC'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 Messmer Capital Advisors LLC 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/305387
Does Messmer Capital Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There are no account minimums."
What changed in Messmer Capital Advisors LLC's recent Form ADV filings?
In the October 2026 filing data: Added an office in Newark, OH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
There are no account minimums.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$130,379,569 as of October 2026, filing dated September 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- MESSMER CAPITAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Added an office in Newark, OH.
- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Messmer Capital Advisors LLC (CRD 305387): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/messmer-capital-advisors-llc-milford-oh-305387