Adviser Profile
| As of Date | 03/18/2026 |
| Registration status | Registration Changed to MESSMER CAPITAL ADVISORS LLC |
| ADV Location | MILFORD, OH, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 107,276,152 121% |
| of that, discretionary | 106,373,664 119% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 188,535 -20% |
| % High Net Worth | 11.25% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds