Metis Capital Management

Metis Capital Management

Founded in 2004, Metis Capital Management is a Registered Investment Advisor based in Larchmont, New York. The firm structures each portfolio individually, tailoring allocations across equities, fixed income, and cash equivalents to client-specific timelines and tax situations. It serves individuals, high-net-worth families, trusts, foundations, and endowments across the United States and abroad. Metis builds each portfolio from a foundation of direct, individually managed accounts held in the client's name. Its stated approach combines top-down and bottom-up analysis to identify what it describes as high-quality stocks, generally favoring companies the managers have followed for an extended period. The firm maintains custodial relationships with both Fidelity and TD Ameritrade, providing clients a choice of service levels and fee structures. Portfolios can be structured as growth, balanced, or fixed-income mandates, and both cash and margin accounts are available. Manager compensation rests on a fee-only structure, eliminating trade commissions and aligning Metis’s revenue solely with the performance of client portfolios. The firm's team includes Marie A., Brandon Brown, and Sandra Smith. Metis uses Advent/Axys portfolio-accounting software for quarterly appraisals and produces custom reporting for clients who answer to a board or governing entity. Structurally, Metis sits between the multi-family-office model and the purely transactional broker: it operates as an independent RIA, but invitation-only wealth-management clubs or philanthropic arms are not publicly documented. The absence of a disclosed AUM figure or named founding principal underscores a deliberately low-profile posture — one built on direct client custody, not institutional aggregation.