Messmer Capital Advisors LLC

RIASEC & State Registered

Total AUM

$130M

Discretionary

$129M

99% of AUM

Avg account

$220K

Accounts

593

Employees

Advisory reps

Firm details

Headquarters: Milford, Ohio
CRD number: 305387
Registered since: March 16, 2026
Website: www.messmercapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI67.14%
Individuals32.13%
Pension & Profit Sharing Plans0.73%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Messmer Capital Advisors LLC operates as an independent, individual-owned RIA structured as a limited liability company. The firm is listed as SEC-registered (SEC Registered Year: 2026) and identifies itself as a capital allocator serving both individual & family and institutional clients. Its primary fee model is a percentage of assets under management. Registered advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, plus publication of periodicals/newsletters and delivery of educational seminars and workshops. Messmer does not self-identify as an active ESG investor, and it reports an industry affiliation with an insurance company.