SourcingSourcing

MEYER CAPITAL MANAGEMENT LLC.

C49
CRD 106904·SEC 801-114159·CINCINNATI, OH
AUM
$190.8M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$572K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEYER CAPITAL MANAGEMENT LLC.
CRD
106904
SEC file #
801-114159
EIN
311455157
DBA names
—

Economics

AUM
$190.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.4M → $190.8M▲ +86%
Client mix
Individuals Other104
Individuals High Net Worth11
Pooled Investment Vehicles1

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
meyercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYER, TIMOTHY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MEYER, TIMOTHY
BELEW, ALISON, S
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MEYERCAPITAL.COM
Rdap Domain Creation Date
1999-02-16T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001632609
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2015-02-03
Edgar Last Filing Date
2019-01-03
Edgar Form D Count
4
Edgar Form D Offerings
2019-01-032019-01-03 · 0001632609-19-000001
2017-06-062017-06-06 · 0001632609-17-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2968
Soi Zip Pct 200k Plus
0.0961
Soi Zip Returns 200k Plus
1,350
Soi Zip Total AGI
1,453,001
Fdic Zip Total Deposits
27,813,973,000
Fdic Zip Branch Count
389
Fdic Zip Top Banks
PNC Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
7655 FIVE MILE ROADSUITE 209CINCINNATI, OH 45230
Business
7655 FIVE MILE ROADSUITE 209CINCINNATI, OH 45230
Edgar EIN
311455157
Edgar Recent Filings
D2019-01-03 · 0001632609-19-000001
D2017-06-06 · 0001632609-17-000001
Fdic Zip Branches Raw
Society National BankCincinnati, OH
Mt. Washington Savings and Loan CompanyCincinnati, OH
Fdic Zip HHI
970.34
Fdic Zip Top Bank Share Pct
18.21
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-16T05:00:00Z
Rdap Domain Last Changed
2023-01-11T21:39:48Z
Rdap Nameservers
Ns1.zimcom.netNs2.zimcom.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,861
Returns3,080
Stub 2
AGI111,480
Returns2,980
Stub 3
AGI138,357
Returns2,240
Soi Zip Total Business Income
50,139
Soi Zip Total Cap Gains
91,458
Soi Zip Total Dividends
52,138
Soi Zip Total Returns
14,050
Top Owner CRD
2947988
Trust Company Affiliate
No

People (4)

4
MEYER, TIMOTHY
IAR · Direct Owner · 87.5%
2947988
MEYER, JOHN, PATRICK
IAR · Executive Officer · 2.5%
6447590
BELEW, ALISON, S
Executive Officer · 2.5%
6449099
Brown, Amanda, N
Executive Officer · 2.5%
7597556