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Meyer Capital Management
Meyer Capital Management is an SEC-registered investment adviser in Cincinnati, OH, registered since 2018. The firm manages approximately $191 million in...
Meyer Capital Management
Meyer Capital Management is an SEC-registered investment adviser in Cincinnati, OH, registered since 2018. The firm manages approximately $191 million in assets. It has 7 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Frequently asked questions
Is Meyer Capital Management a single-family office or does it serve external clients?
Meyer Capital Management operates as a registered investment advisor that serves external clients. Its client base includes individuals, high-net-worth families, trusts, and institutional accounts, each served through separately managed portfolios.
What is Meyer Capital Management's core investment philosophy?
The firm pursues a value-oriented, long-only equity strategy, constructing concentrated portfolios of businesses it believes are trading at discounts to intrinsic value. Its mandate focuses on public equities rather than private markets, alternatives, or fixed-income trading.
Does Meyer Capital Management offer pooled investment funds or only separate accounts?
Meyer Capital Management does not operate pooled vehicles like mutual funds or private funds. All client capital is held in individually managed separate accounts at an independent third-party custodian.
How does the firm structure its fees?
As a registered investment advisor, Meyer Capital Management charges asset-based management fees on discretionary accounts. Specific fee schedules are disclosed in its Form ADV Part 2A, which is available upon request.
Where does Meyer Capital Management invest geographically?
The firm's investable universe is weighted toward publicly traded US equities. There is no public indication that it makes direct investments in private companies or allocates significant capital to non-US securities.
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