Messmer Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Messmer Capital Advisors reports 218 clients. They include 168 individual clients, 47 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 99.3% ($129M across 590 accounts) are managed with discretion; $955K across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 32% |
| High-net-worth individuals | 22% | 67% |
| Pension and profit-sharing plans | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 168 | $41.9M | 32.1% | $249K |
| High-net-worth individuals | 47 | $87.5M | 67.1% | $1.86M |
| Pension and profit-sharing plans | Fewer than 5 | $955K | 0.7% | $318K |
| Total | 218 | $130M | 100% | — |
- Clients
- 168
- Regulatory AUM
- $41.9M
- AUM share
- 32.1%
- Avg. per client
- $249K
- Clients
- 47
- Regulatory AUM
- $87.5M
- AUM share
- 67.1%
- Avg. per client
- $1.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $955K
- AUM share
- 0.7%
- Avg. per client
- $318K
Total
- Clients
- 218
- Regulatory AUM
- $130M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Messmer Capital Advisors charges 0.65%–1.25% for its MCA Asset Management Program. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$250K | 1.25% |
| $250K–$500K | 1.15% |
| $500K–$1M | 1.00% |
| $1M–$3M | 0.85% |
| $3M and above | 0.65% |
Fee details and sources
Other fees
- 401(k) and Retirement Plan Advisory
- Retirement plan advisory fees are a percentage of plan assets under the written agreement, billed monthly or quarterly in arrears.
- Financial Planning and Consulting
- Financial planning is billed at an hourly rate or an agreed flat rate, with a deposit of 50% of the estimated fee up to $500.
Michael Messmer owns 50% to 75% of Messmer Capital Advisors. The leadership team of Messmer Capital Advisors includes Chief Compliance Officer Michael Messmer. It has 4 employees, 2 of them in advisory roles.
Leadership
Michael MessmerManaging Member, Chief Compliance Officer
Daniel MessmerManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Messmer Capital Advisors LLC
Michael Messmer
Control person · since July 2019
- Owns 50% to 75% of Messmer Capital Advisors LLC
Daniel Messmer
Control person · since May 2024
Besides its headquarters, Messmer Capital Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Ohio.
Ohio · 2 listed addresses
- 220 Mill Street, MilfordHQ
- 14 North Park Place, Newark
Other business names
Messmer Capital Advisors has reported 1 other business name to the SEC.
- Messmer Capital
Contact and registration details
- Legal name
- Messmer Capital Advisors LLC
- Headquarters
- 220 Mill Street, Milford, OH 45150
- Website
- messmercapital.com
- Phone
- 740-972-1196
- SEC file
- 801-135247
- Structure
- Ohio LLC
- Fiscal year end
- December
Messmer Capital Advisors uses Charles Schwab ($130M) as custodian for its separately managed accounts. Messmer Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $130M100%
At year end, Messmer Capital Advisors’ separately managed accounts were mostly in funds (67%) and stocks (29%).
What the accounts hold
- Stocks29%
- Funds67%
- Cash3%
- Other1%
- Reits1%
How many clients does Messmer Capital Advisors have?
Messmer Capital Advisors has 218 clients and manages $130 million for them, as of September 2026. They include 168 individual clients, 47 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Messmer Capital Advisors offer?
Messmer Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Messmer Capital Advisors charge?
Messmer Capital Advisors charges 0.65%–1.25% for its MCA Asset Management Program. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: MESSMER CAPITAL ADVISORS LLC FIRM BROCHURE FORM ADV, PART 2A DTD 03-01-2026, filed 31 March 2026
Which custodians does Messmer Capital Advisors use?
Messmer Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Messmer Capital Advisors have?
Messmer Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Messmer Capital Advisors invest in?
At the end of its last fiscal year, Messmer Capital Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 3% cash and equivalents and 1% other. The 1% other category is described as: Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Messmer Capital Advisors?
Messmer Capital Advisors’ direct owners are Michael Messmer (50% to 75%) and Daniel Messmer (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Messmer Capital Advisors get paid?
Messmer Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Messmer Capital Advisors?
Messmer Capital Advisors’ main office is at 220 Mill Street, Milford, OH 45150. Its phone number is 740-972-1196. Its website is messmercapital.com.