{"url":"https://nivawealth.com/firms/meyer-handelman-107309","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107309","regulatoryAum":3237166026,"crd":"107309","history":[{"filedOn":"2021-03-02","regulatoryAum":2336199154,"clients":349,"employees":16,"offices":1},{"filedOn":"2022-03-15","regulatoryAum":2823695484,"clients":375,"employees":16,"offices":1},{"filedOn":"2023-03-16","regulatoryAum":2571579851,"clients":385,"employees":15,"offices":1},{"filedOn":"2024-04-23","regulatoryAum":2873691547,"clients":444,"employees":15,"offices":1},{"filedOn":"2025-05-01","regulatoryAum":2921100517,"clients":439,"employees":13,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":3237166026,"clients":487,"employees":18,"offices":1}],"secFileNumber":"801-661","legalName":"Meyer Handelman Company LLC","displayName":"Meyer Handelman","slug":"meyer-handelman-107309","website":"https://meyerhandelman.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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They include 402 high-net-worth individuals, 73 individual clients and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meyer Handelman offer?","answer":"Meyer Handelman provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Meyer Handelman charge?","answer":"Meyer Handelman charges up to 1.50% a year for its Variable annual-rate investment advisory fees. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.","source":"MEYER HANDELMAN COMPANY LLC FORM ADV PART 2A  REV. 3-1-23, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meyer Handelman use?","answer":"Meyer Handelman’s separately managed account assets are held at Citibank, N.A. (New York, NY), with $2.53B and BNY Mellon, N.A. (Jersey City, NJ), with $686M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meyer Handelman have?","answer":"Meyer Handelman has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meyer Handelman invest in?","answer":"At the end of its last fiscal year, Meyer Handelman’s separately managed accounts held 94% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meyer Handelman?","answer":"Meyer Handelman’s direct owners are Richard Handelman, Scott Handelman and Handelman Zachary, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meyer Handelman get paid?","answer":"Meyer Handelman is paid through a percentage of assets under management and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Meyer Handelman registered with the SEC?","answer":"Yes, Meyer Handelman has been registered with the SEC as an investment adviser since 19 August 1951. 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