|
⚲
|
| Messmer Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 305387 |
| SEC # | 801-135247 |
| CIK # | |
| AUM | $130.4 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 740-972-1196 |
| Address | 220 Mill Street Milford, OH 45150 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 41.4 |
| (b) Individuals (high net worth individuals) | 18 | 65.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 107.3 |
| By Discretionary | ||
| Discretionary | 567 | 106.4 |
| Non-Discretionary | 2 | 0.9 |
| Total | 569 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.3 | |
| Total | 569 | 107.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Secure Wealth Inc
✚
|
FL | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |
|
Conscious Capital Wealth Management LLC
✚
|
FL | 0.1 |
|
Walsky Investment Management Inc
✚
|
PA | 0.1 |
|
Pasqua Thomas
✚
|
FL | 0.1 |
|
Patina Wealth LLC
✚
|
0.1 | |
|
Stephen Smith Financial Inc
✚
|
IL | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
QFC Advisory LLC
✚
|
TN | 0.1 |