Messmer Capital Advisors LLC

RIASEC RegisteredEst. 2026

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 is an independent, individually owned registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides a mix of advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, selection of third-party advisers, and client education through publications and seminars. The firm does not identify as an active ESG investor and reports activity with an insurance company affiliation.