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MESSMER CAPITAL ADVISORS LLC
CRD 305387File 801-135247
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$130.4M
Bottom 25% of cohort (national)
Discretionary AUM
$129.4M
Non-discretionary $955K
Clients
218
593 accounts
Employees
4
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 2026
- Principal office
- 220 MILL STREET, MILFORD, OH, 45150
- Phone
- 740-972-1196
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.4M
- Discretionary AUM
- $129.4M
- Non-discretionary AUM
- $955K
- Discretionary accounts
- 590
- Non-discretionary accounts
- 3
- Total accounts
- 593
- AUM per client
- $598K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $87.5M |
| Pension and profit sharing plans | Fewer than 5 | $955K |
| Individuals (other than high net worth individuals) | 168 | $41.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.