SourcingSourcing

MEIXLER INVESTMENT MANAGEMENT, LTD.

B61
CRD 168223·SEC 801-78675·SHOW LOW, AZ
AUM
$228.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$685K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD
168223
SEC file #
801-78675
EIN
471430950
DBA names
—

Economics

AUM
$228.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$109.8M → $228.4M▲ +108%
Client mix
Individuals Other520
Individuals High Net Worth41
Corporations8
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
SHOW LOW AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
showlowadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEIXLER, MICHAEL, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MEIXLER, MICHAEL, CHARLES
Solo Advisor Indicator
Yes
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
SHOWLOWADVISORS.COM
Rdap Domain Creation Date
2018-10-31T02:51:39Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001617809
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2014-08-29
Edgar Last Filing Date
2019-07-31
Edgar Form D Count
6
Edgar Form D Offerings
2019-07-312019-07-31 · 0001617809-19-000001
2018-08-082018-08-08 · 0001617809-18-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1904
Soi Zip Pct 200k Plus
0.0404
Soi Zip Returns 200k Plus
320
Soi Zip Total AGI
548,869
Fdic Zip Total Deposits
7,435,573,000
Fdic Zip Branch Count
124
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Zions Bancorporation, N.A.

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4451 S. WHITE MOUNTAIN ROADSUITE ASHOW LOW, AZ 85901
Business
4451 S. WHITE MOUNTAIN ROADSUITE ASHOW LOW, AZ 85901
Edgar EIN
471430950
Edgar Recent Filings
D/A2019-07-31 · 0001617809-19-000001
D/A2018-08-08 · 0001617809-18-000001
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationShow Low, AZ
Frontier State BankShow Low, AZ
Fdic Zip HHI
1474.47
Fdic Zip Top Bank Share Pct
30.09
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-31T02:51:39Z
Rdap Domain Last Changed
2025-10-31T07:55:20Z
Rdap Nameservers
Dns1.registeredsite.comDns2.registeredsite.comDns3.registeredsite.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,229
Returns2,410
Stub 2
AGI73,760
Returns2,040
Stub 3
AGI69,155
Returns1,130
Soi Zip Total Business Income
13,850
Soi Zip Total Cap Gains
28,869
Soi Zip Total Dividends
7,833
Soi Zip Total Returns
7,930
Top Owner CRD
2315506
Trust Company Affiliate
No

People (1)

1
MEIXLER, MICHAEL, CHARLES
IAR · Direct Owner · 87.5%
2315506