# Meyer Capital Management LLC.

> Meyer Capital Management LLC. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106904
- Filed as: MEYER CAPITAL MANAGEMENT LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106904
- AdvisorCensus page: https://advisorcensus.com/firm/meyer-capital-management-llc-cincinnati-oh-106904

## Quick answers

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

**Where is Meyer Capital Management LLC. located?**
Meyer Capital Management LLC.'s principal office is in Cincinnati, OH, according to its Form ADV.

**Is Meyer Capital Management LLC. registered with the SEC or a state?**
Meyer Capital Management LLC. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 106904.

**How much does Meyer Capital Management LLC. manage?**
Meyer Capital Management LLC. reports $190,762,272 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Meyer Capital Management LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Meyer Capital Management LLC.: Regulatory assets under management: $136,077,070 in the October 2021 data and $190,762,272 in the October 2026 data, up 40%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meyer Capital Management LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (11); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Meyer Capital Management 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/106904

**Does Meyer Capital Management LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "MCM provides investment advice to individuals, pension and profit-sharing plans, trusts, or estates. There is a $1,000 minimum asset value for accounts."

**What changed in Meyer Capital Management LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $162,091,388 to $190,762,272 (+18%).

## 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 30, 2026)

- Account minimum: $1,000

> MCM provides investment advice to individuals, pension and profit-sharing plans, trusts, or estates. There is a $1,000 minimum asset value for accounts.

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

### Regulatory assets under management (Item 5.F)
- Total: $190,762,272
- Discretionary: $190,762,272
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $91,640,678 |
| High net worth individuals | 11 | $89,888,245 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,233,349 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,077,070 | 7 | March 31, 2021 |
| October 2022 | $150,947,437 | 7 | July 13, 2022 |
| October 2023 | $123,339,267 | 5 | March 30, 2023 |
| October 2024 | $144,763,090 | 6 | March 28, 2024 |
| October 2025 | $162,091,388 | 7 | March 26, 2025 |
| October 2026 | $190,762,272 | 7 | March 30, 2026 |

Regulatory assets under management: $136,077,070 in the October 2021 data and $190,762,272 in the October 2026 data, up 40%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $162,091,388 to $190,762,272 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meyer Capital Management LLC. (CRD 106904): Form ADV filing data as of October 2026.