DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Meyer Capital Management LLC.
Latest filing Mar 30, 2026
First filing on the tape Apr 3, 2012 · 13 filings
SEC status approved since Oct 22, 2018
RAUM
$191M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$182M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$95.4M
derived; firm RAUM over IAPD count
Employees
7
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$191M as of Mar 30, 2026
Apr 3, 2012$37.1M then
HNW client RAUM$89.9M as of Mar 30, 2026
Jan 14, 2019$53.3M then
State-registered IARs (5.B.3)2 as of Mar 30, 2026
Apr 3, 20120 then
Employees (5.A)7 as of Mar 30, 2026
Jan 14, 20197 then
Private funds: no history
RAUM +18% over the last fiscal year+16% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $95.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.2MderivedHNW RAUM over HNW clients
- Average account
- $540,403derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.5%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$91.6M48%
- High-net-worth individuals$89.9M47%
- Pooled investment vehicles$9.2M4.8%
- Individual clients
- 104reported
- HNW clients
- 11reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 353reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.95 fund_share=0.05 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Timothy Meyer | Cincinnati, Oh | Nov 10, 1999 | 30 y | 0 |
| John Patrick MeyerCertified Financial Planner | Cincinnati, Oh | May 18, 2015 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Garrett L Cobb to Cassady Schiller Wealth Management, LLCDec 1, 2022 · RIA to RIA
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Timothy Meyer · President, Chief Compliance Officercontrolsince 01/1996 · owns 75% or more
- S Alison Belew · Membersince 01/2015 · owns less than 5%
- N Amanda Brown · Membersince 01/2021 · owns less than 5%
- Patrick John Meyer · Membersince 06/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cincinnati, Oh · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 30, 2026portfolio management for pooled vehicles (Item 5.G.4): no on the filing of 2025-03-26, yes on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 338 to 353Mar 26, 2025 to Mar 30, 2026
- Advisory activities · 2 to 3Mar 26, 2025 to Mar 30, 2026
- HNW clients · 9 to 11Mar 26, 2025 to Mar 30, 2026
- Individual clients · 101 to 104Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 0 to 1Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $162M to $191MMar 26, 2025 to Mar 30, 2026
- HNW RAUM · $73.5M to $89.9MMar 26, 2025 to Mar 30, 2026
- Individual RAUM · $88.6M to $91.6MMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $0 to $9.2MMar 26, 2025 to Mar 30, 2026
- RAUM · $162M to $191MMar 26, 2025 to Mar 30, 2026
- Accounts · 346 to 338Mar 28, 2024 to Mar 26, 2025
- HNW clients · 6 to 9Mar 28, 2024 to Mar 26, 2025
- Individual clients · 108 to 101Mar 28, 2024 to Mar 26, 2025
- Employees · 6 to 7Mar 28, 2024 to Mar 26, 2025
- Financial planning clients · 1-10 to 1-10Mar 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $145M to $162MMar 28, 2024 to Mar 26, 2025
- HNW RAUM · $49.8M to $73.5MMar 28, 2024 to Mar 26, 2025
- Individual RAUM · $95.0M to $88.6MMar 28, 2024 to Mar 26, 2025
- RAUM · $145M to $162MMar 28, 2024 to Mar 26, 2025
- Accounts · 337 to 346Mar 30, 2023 to Mar 28, 2024
- HNW clients · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Individual clients · 106 to 108Mar 30, 2023 to Mar 28, 2024
- Employees · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $123M to $145MMar 30, 2023 to Mar 28, 2024
- HNW RAUM · $38.5M to $49.8MMar 30, 2023 to Mar 28, 2024
- Individual RAUM · $84.8M to $95.0MMar 30, 2023 to Mar 28, 2024
- RAUM · $123M to $145MMar 30, 2023 to Mar 28, 2024
- Accounts · 114 to 337Jul 13, 2022 to Mar 30, 2023
- Advisory employees · 3 to 2Jul 13, 2022 to Mar 30, 2023
- HNW clients · 6 to 5Jul 13, 2022 to Mar 30, 2023
- Individual clients · 108 to 106Jul 13, 2022 to Mar 30, 2023
- Employees · 7 to 5Jul 13, 2022 to Mar 30, 2023
- State-registered IARs · 3 to 2Jul 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $151M to $123MJul 13, 2022 to Mar 30, 2023
- HNW RAUM · $52.0M to $38.5MJul 13, 2022 to Mar 30, 2023
- Individual RAUM · $99.0M to $84.8MJul 13, 2022 to Mar 30, 2023
- RAUM · $151M to $123MJul 13, 2022 to Mar 30, 2023
- Accounts · 337 to 114Mar 31, 2021 to Mar 31, 2022
- Charity clients · unset to 0.0Mar 31, 2021 to Mar 31, 2022
- Corporate clients · unset to 0.0Mar 31, 2021 to Mar 31, 2022
Signals
2 dated events
- Garrett L Cobb left Meyer Capital Management Llc. for Cassady Schiller Wealth Management, Llc (registered 2022-09-02)Dec 1, 2022 · Advisor changed firm · fact
- Meyer Capital Management Llc. filed its initial SEC registration (Form ADV)Sep 20, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- meyercapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-772-3600reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026