# 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.

- CRD: 305387
- Filed as: MESSMER CAPITAL ADVISORS LLC
- Also doing business as: MESSMER CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milford, OH
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305387
- AdvisorCensus page: https://advisorcensus.com/firm/messmer-capital-advisors-llc-milford-oh-305387

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> There are no account minimums.

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: $130,379,569
- Discretionary: $129,424,914
- Non-discretionary: $954,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 168 | $41,891,735 |
| High net worth individuals | 47 | $87,533,179 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $954,655 |
| Corporations or other businesses not listed above | 0 | $0 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, NY, OH, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Newark, OH

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

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Newark, OH.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Messmer Capital Advisors LLC (CRD 305387): Form ADV filing data as of October 2026.