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MEYER CAPITAL MANAGEMENT LLC.
CRD 106904File 801-114159
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$190.8M
Bottom 25% of cohort (national)
Discretionary AUM
$190.8M
Clients
116
353 accounts
Employees
7
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 22, 2018
- Principal office
- 7655 FIVE MILE ROAD, SUITE 209, CINCINNATI, OH, 45230
- Phone
- 513-772-3600
- Website
- HTTP://WWW.MEYERCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.8M
- Discretionary AUM
- $190.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 353
- Non-discretionary accounts
- 0
- Total accounts
- 353
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 11 | $89.9M |
| Pooled investment vehicles | 1 | $9.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 104 | $91.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 110 | 116 | increased by6 |
| Apr 1, 2026 | AUM | $162,091,388 | $190,762,272 | increased by$28,670,884 |
| Apr 1, 2026 | Accounts | 338 | 353 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 114 | 110 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,947,437 | $162,091,388 | increased by$11,143,951 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 114 | 338 | increased by224 |
| Apr 1, 2022 | Clients | 107 | 114 | increased by7 |
| Apr 1, 2022 | AUM | $136,077,070 | $150,947,437 | increased by$14,870,367 |
| Apr 1, 2022 | Accounts | 337 | 114 | decreased by223 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEYER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEYER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.