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, individual-owned registered investment adviser that lists SEC registration in 2026. The firm operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its stated client base includes both individual & family clients and institutional relationships. Primary advisory services disclosed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals/newsletters, and educational seminars/workshops. The ADV also lists pension consulting among offered services, though the firm is not flagged as a pension consultant in the firm-level indicators. Messmer reports no active ESG investing focus and is not registered as a multi-state adviser. An industry affiliation with an insurance company is noted.