MEYER CAPITAL MANAGEMENT LLC.

7655 Five Mile Road
Suite 209
Cincinnati, Ohio 45230
Tel: 513-772-3600

About MEYER CAPITAL MANAGEMENT LLC.

MEYER CAPITAL MANAGEMENT LLC, formally registered with the SEC as MEYER CAPITAL MANAGEMENT LLC. The firm was established in 10/22/2018. They have over 1 offices throughout the country.

MEYER CAPITAL MANAGEMENT LLC. is a Cincinnati, Ohio based Financial Planning firm with nearly $144,763,090 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106904
SEC#	801-114159
Assets Managed by Firm	$144,763,090
No. of Clients	346
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	346	$144,763,090
Individuals (other than high net worth individuals)	108	$94,998,609
High net worth individuals	6	$49,764,481

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