Metz Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,676,598
Clients
195
Advisors
2
of 3 employees
About
Metz Capital Management serves individuals, individual retirement plans, trusts, estates, charitable organizations and business entities, providing discretionary investment supervisory services alongside fee-based financial planning, estate, business and educational planning. The firm typically constructs diversified portfolios invested primarily in mutual funds that do not charge sales loads and may also include certificates of deposit, municipal and government bonds, equity securities and exchange-traded funds.
Metz Capital’s investment process emphasizes portfolio diversification and periodic rebalancing, with analysis that reviews fees, investment style, risk-adjusted returns and Modern Portfolio Theory statistics for equity and fixed-income selections. Accounts are managed on a discretionary basis with at least quarterly portfolio reviews and ongoing monitoring, and the firm also offers ad hoc consultation and non‑supervisory investment advice.
The brochure’s methods-of-analysis section explicitly references separately managed accounts and the firm includes a discussion of “Leverage Risk,” indicating the potential use of borrowing or leverage in managed accounts — a combination that is uncommon among peers. The managing member holds a Certified Divorce Financial Analyst (CDFA) credential and the firm discloses a Participation Fee arrangement with Charles Schwab for referred accounts, reflecting a niche credentialed service mix and a custodial referral relationship not typical for similarly sized advisers.
Client services
Expertise
Fee options
Up to $10,000 for comprehensive financial planning, negotiable based on complexity
$0 - $5,000,000: 0.35% per quarter (equivalent to 1.4% annually) $5,000,000+: 0.25% per quarter (equivalent to 1.0% annually)
$175 per hour for consultation services; $250-$500 per hour for financial planning consultations
Main office
439 Kings Highway
Lewes DE 19958
Advisors at this office
2
Most active in
Delaware
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
Kirsten L
CFP®, Series 66
Lewes, DE
Metz Capital Management LLC
Kirsten Lopez is a CFP® with three years of industry experience, currently serving as an advisor at Metz Capital Management LLC. Her prior experience includes roles at Merrill and Bell Rock Capital, LLC. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes portfolio diversification and periodic rebalancing, managing accounts with at least quarterly reviews and ongoing monitoring.
Andrew M
Series 65
Lewes, DE
Metz Capital Management LLC
Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.
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