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SEC-registered adviser

M•••• C•••••• M••••••••• L••

Independent wealth managerCRD 133198SEC 801-66834websiteIAPD
Latest filing Apr 3, 2026
First filing on the tape Mar 21, 2012 · 21 filings
SEC status approved since Jun 16, 2006
RAUM
$29.8M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
79%
$23.5M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$29.8M as of Apr 3, 2026
Mar 21, 2012$48.3M then
HNW client RAUM$22.3M as of Apr 3, 2026
Mar 29, 2018$40.5M then
State-registered IARs (5.B.3)1 as of Apr 3, 2026
Mar 21, 20120 then
Employees (5.A)1 as of Apr 3, 2026
Mar 28, 20131 then
Private funds: no history
RAUM -13% over the last fiscal year-10.0% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Apr 3, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$29.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
18derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$693,179derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
21%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
-13%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-18%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$22.3M75%
  • Charitable organizations$6.3M21%
  • Individuals$1.2M3.9%
Individual clients
8reported
HNW clients
10reported
Pension plan clients
0reported
Charitable clients
3reported
Accounts
43reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R•••••• G••••• E••• · Managing Member / Chief Compliance Officercontrol
        since 05/2010 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 50 to 43
        Jan 7, 2026 to Apr 3, 2026
      • Individual clients · 12 to 8
        Jan 7, 2026 to Apr 3, 2026
      • Discretionary RAUM · $34.5M to $29.8M
        Jan 7, 2026 to Apr 3, 2026
      • HNW RAUM · $26.2M to $22.3M
        Jan 7, 2026 to Apr 3, 2026
      • Individual RAUM · $2.0M to $1.2M
        Jan 7, 2026 to Apr 3, 2026
      • RAUM · $34.5M to $29.8M
        Jan 7, 2026 to Apr 3, 2026
      • Accounts · 54 to 50
        Jun 5, 2024 to Apr 3, 2025
      • Charity clients · 2 to 3
        Jun 5, 2024 to Apr 3, 2025
      • HNW clients · 12 to 10
        Jun 5, 2024 to Apr 3, 2025
      • Individual clients · 14 to 12
        Jun 5, 2024 to Apr 3, 2025
      • Financial planning clients · 0 to 0
        Jun 5, 2024 to Apr 3, 2025
      • HQ city · unset to
        Jun 5, 2024 to Apr 3, 2025
      • HQ state · unset to
        Jun 5, 2024 to Apr 3, 2025
      • Discretionary RAUM · $32.3M to $34.5M
        Jun 5, 2024 to Apr 3, 2025
      • HNW RAUM · $25.2M to $26.2M
        Jun 5, 2024 to Apr 3, 2025
      • Individual RAUM · $1.6M to $2.0M
        Jun 5, 2024 to Apr 3, 2025
      • RAUM · $32.3M to $34.5M
        Jun 5, 2024 to Apr 3, 2025
      • Charity clients · 1 to 2
        Apr 6, 2023 to Jun 5, 2024
      • HNW clients · 16 to 12
        Apr 6, 2023 to Jun 5, 2024
      • Individual clients · 6 to 14
        Apr 6, 2023 to Jun 5, 2024
      • Financial planning clients · 11-25 to 0
        Apr 6, 2023 to Jun 5, 2024
      • Discretionary RAUM · $40.8M to $32.3M
        Apr 6, 2023 to Jun 5, 2024
      • HNW RAUM · $34.8M to $25.2M
        Apr 6, 2023 to Jun 5, 2024
      • Individual RAUM · $827,310 to $1.6M
        Apr 6, 2023 to Jun 5, 2024
      • RAUM · $40.8M to $32.3M
        Apr 6, 2023 to Jun 5, 2024
      • Accounts · 51 to 54
        May 17, 2022 to Apr 6, 2023
      • HNW clients · 11 to 16
        May 17, 2022 to Apr 6, 2023
      • Discretionary RAUM · $36.4M to $40.8M
        May 17, 2022 to Apr 6, 2023
      • HNW RAUM · $30.9M to $34.8M
        May 17, 2022 to Apr 6, 2023
      • Individual RAUM · $610,746 to $827,310
        May 17, 2022 to Apr 6, 2023
      • RAUM · $36.4M to $40.8M
        May 17, 2022 to Apr 6, 2023
      • Accounts · 56 to 51
        Jul 22, 2021 to May 17, 2022
      • Individual clients · 10 to 6
        Jul 22, 2021 to May 17, 2022
      • Financial planning clients · 26-50 to 11-25
        Jul 22, 2021 to May 17, 2022
      • Discretionary RAUM · $38.1M to $36.4M
        Jul 22, 2021 to May 17, 2022
      • HNW RAUM · $30.8M to $30.9M
        Jul 22, 2021 to May 17, 2022
      • Individual RAUM · $2.7M to $610,746
        Jul 22, 2021 to May 17, 2022
      • RAUM · $38.1M to $36.4M
        Jul 22, 2021 to May 17, 2022
      • Accounts · 58 to 56
        Mar 31, 2020 to Mar 31, 2021
      • HNW clients · 14 to 11
        Mar 31, 2020 to Mar 31, 2021
      Signals
      No event on the tape.
      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
      Business phone
      914-315-6850reportedpublished by the firm, firm site, Sep 16, 2026
      Website
      M••••CM.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (914) 315-6850reportedpublic record, Form ADV, Apr 3, 2026
      Contact form
      metiscm.com/contactreportedpublished by the firm, firm site, Sep 16, 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026