Neumeier Capital Management, Inc
Firm details
- Headquarters
- ,
- CRD number
- 115911
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.96%
- Individuals36.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Neumeier Capital Management, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual owner and charges clients a combination of a percentage-of-AUM fee and hourly fees for planning work. Its stated advisory activity centers on traditional wealth-management services rather than running dedicated funds or acting as a capital allocator. Investment approach is centered on public investments — primarily mutual funds — rather than direct private market allocations. The firm does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Given its client base and fee structure, Neumeier Capital Management emphasizes ongoing advisory relationships with a small number of household clients rather than broad institutional mandates.
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
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents33%
- US Government Bonds13%
- Exchange Traded Equities11%
Contacts
1 of 1
Stephen Neumeier
PresidentCRD 1320155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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