Updated:
Meyer Capital Group
Meyer Capital Group was founded in 1963 by the Meyer family and is based in Marlton, New Jersey. Led by CEO Thomas Meyer, the firm operates as a fee-only...
Meyer Capital Group
Meyer Capital Group was founded in 1963 by the Meyer family and is based in Marlton, New Jersey. Led by CEO Thomas Meyer, the firm operates as a fee-only registered investment advisor, a structural choice that aligns its compensation directly with client outcomes rather than product commissions. The firm serves a regional client base that includes individuals, pension plans, non-profit organizations, small business owners, and retirees. The advisory practice is built around financial planning, investment management, and sustainable investing strategies. The firm's public materials emphasize retirement-income planning, estate conservation, and client education rather than proprietary funds or alternative-asset access. Its service model appears rooted in traditional wealth-management functions: asset allocation, risk assessment, and ongoing portfolio rebalancing for households and institutional accounts across New Jersey and surrounding markets. Meyer Capital Group maintains a deliberately compact operational footprint, with a single office in Marlton and a team structure that combines an investment/portfolio-management group with a client-relationship and operations staff. There is no evidence of affiliated philanthropic foundations, real-asset arms, or external club memberships. The firm has not disclosed total assets under management or a recent fund close, consistent with many privately held regional RIAs that do not publicly report AUM figures. The firm's most consequential structural differentiator is its longevity as an independent, fee-only advisory practice. In an industry where regional RIAs have been steadily consolidated by aggregators and bank-owned wealth platforms, Meyer Capital Group has remained family-led and directly owned for six decades. That continuity shapes a governance model where the investment decision-making and client relationships are concentrated in a single-generation leadership structure without external capital partners or a publicly stated succession plan.
General information
Firm type
Bank / Wealth / Trust
Year founded
1963
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Marlton
Corporate office
Marlton, NJ, United States
Principals
Thomas Meyer
CEO
Frequently asked questions
Who runs investment decisions at Meyer Capital Group?
CEO Thomas Meyer leads the firm and oversees an investment/portfolio-management team. The group is described as highly experienced and handles asset allocation, investment selection, and ongoing rebalancing. Specific portfolio managers beyond Mr. Meyer are not named on the firm's website.
Is Meyer Capital Group a single-family office or a wealth manager?
Meyer Capital Group is a wealth manager, not a single-family office. It is structured as a fee-only registered investment advisor serving individuals, pension plans, small business owners, non-profits, and retirees. The firm does not manage the capital of a single ultra-high-net-worth family.
How does Meyer Capital Group charge for its services?
The firm operates on a fee-only basis, earning compensation directly from clients for advisory and investment-management services. This structure avoids commissions from product sales and is designed to align the firm's incentives with client outcomes. Fee schedules are not publicly disclosed on the website.
Does Meyer Capital Group disclose its assets under management?
No. Meyer Capital Group does not publicly disclose its assets under management. Many privately held regional RIAs do not report AUM figures, and the firm has not released a number through its website or public regulatory filings that are easily accessible.
What investment strategies does Meyer Capital Group employ?
The firm emphasizes financial planning, retirement-income strategies, estate conservation, and sustainable investing. It tailors portfolios to individual client goals and risk tolerances. The website does not detail specific alternative-asset allocations, direct-deal programs, or proprietary fund vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: