# Van Meter Associates, LLC

> Van Meter Associates, LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2024.

- CRD: 134191
- Filed as: VAN METER ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: March 25, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134191
- AdvisorCensus page: https://advisorcensus.com/firm/van-meter-associates-llc-134191

## Quick answers

**How is Van Meter Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Van Meter Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Van Meter Associates, LLC registered with the SEC or a state?**
Van Meter Associates, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 134191.

**How much does Van Meter Associates, LLC manage?**
Van Meter Associates, LLC reports $16,210,508 in regulatory assets under management in its Form ADV filing dated March 25, 2024 (100% discretionary).

**What types of clients does Van Meter Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); banking or thrift institutions (1).

**Does Van Meter Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134191

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,210,508
- Discretionary: $16,210,508
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,268,600 |
| Banking or thrift institutions | 1 | $14,941,908 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Van Meter Associates, LLC (CRD 134191): Form ADV filing data as of October 2026.
