Metis Asset Management Advisory, LLC

Overview

Metis Asset Management Advisory, LLC is a small, individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm’s stated client base is individual and family clients, and its fee model combines a percentage of assets under management with performance-based fees, suggesting flexibility to negotiate incentive structures for certain accounts or strategies. Registration details are limited; the adviser is classified as unclassified and is not flagged as a multi-state adviser, pension consultant, capital allocator, or related adviser. The firm does not identify as an active ESG investor. Investment activity centers on public, exchange-listed securities. The firm’s stated preference is equities and the asset mix reflects a heavy tilt toward exchange-traded instruments rather than private or illiquid holdings. Advisory activity is described as discretionary portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices