METZ CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- LEWES, Delaware
- CRD number
- 108382
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.59%
- Individuals24.61%
- Charitable Organizations5.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Metz Capital Management LLC is an independent RIA that centers its portfolio construction on publicly traded equities. The firm’s advisory work focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. Equity exposure is the primary allocation emphasis, implemented largely through exchange-traded securities and separately managed accounts. Metz Capital uses private placements as an alternative vehicle for clients where suitability and accreditation requirements are met, and supplements equity positions with mutual funds when appropriate. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing for advisory work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities15%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
2 of 2KIRSTEN LOPEZ
CCOCRD 5897006
ANDREW METZ
Investment Adviser RepresentativeCRD 3223354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEWES, DE
SUSSEX
Location
LEWES, DE
Headquartered in LEWES, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- SUSSEX
- Address
- 439 Kings Hwy
- Time zone
- ET (UTC-5)
- Office locations
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