Messmer Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$129,424,914
Clients
215
Advisors
2
across 2 offices
About
Messmer Capital Advisors LLC provides advisory services to individuals, high‑net‑worth clients, pensions, profit‑sharing plans, trusts, estates, and small businesses. Services include discretionary portfolio management, retirement plan (401(k)) investment advisory, and standalone financial planning and consulting, and the firm does not impose account minimums.
The firm’s investment process blends fundamental and technical analysis and favors generally long‑term, diversified allocations across ETFs, mutual funds, equities and fixed‑income, with the option to incorporate foreign exposure. Messmer monitors accounts on an ongoing basis, conducts formal reviews at least annually, and may tailor portfolios or utilize third‑party money managers and a selected sub‑advisor to implement client strategies.
Distinctive aspects disclosed in the brochure include an affiliation with an insurance agency and registered insurance agents on staff, with advisors eligible to receive insurance commissions when acting in that capacity. The firm also provides regular client communications — including quarterly investor letters — and supplies new clients with a full copy of its Form ADV brochure.
Client services
Expertise
Occupation focus
Fee options
Flat rate for financial planning services (specific rate not stated).
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% Over $3,000,000+: 0.65%
Hourly rate for financial planning services (specific rate not stated).
Fee-only: Financial planning services at hourly rate or agreed upon flat rate.
Main office
See office220 Mill Street
Milford OH 45150
Advisors at this office
1
Offices (2)
Most active in
Florida · Indiana · Kentucky · New York · Ohio · Virginia
Also doing business as
Capital Preservation Group LLC · Messmer Capital · Messmer Capital Advisors LLC · Messmer Captital Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel M
Series 66
Powell, OH
Messmer Capital Advisors LLC
Daniel Messmer is a financial advisor at Messmer Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Meeder Investment Management, Inc. since 2013. Outside of his advisory role, he owns and manages rental properties in central Ohio. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.
Michael M
Series 63
Milford, OH
Messmer Capital Advisors LLC
Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.
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