Myers Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Myers Asset Management LLC provides ongoing portfolio management to individuals and high‑net‑worth clients, preparing individualized Investment Policy Statements and tailoring model allocations to clients’ goals, time horizons, and documented risk tolerances. The firm’s advisory services focus primarily on mutual funds, equities, fixed‑income securities and ETFs and include regular portfolio monitoring and discretionary trading authority when authorized.
Investment decisions are informed by a broad mix of methods — charting, fundamental and technical analysis, cyclical and quantitative techniques, and modern portfolio theory — and the firm generally employs a long‑term trading approach. Clients receive written IPS documentation and periodic reporting, and the firm adapts model allocations to client‑imposed restrictions or changing financial circumstances.
Distinctive practices disclosed in the brochure include a requirement that clients custody assets at Schwab Institutional, through which the firm receives institutional trading, research and other services that may create conflicts of interest or soft‑dollar benefits. The firm also does not select third‑party managers and does not aggregate (block) trades for multiple client accounts, a practice the brochure notes can sometimes result in less favorable execution.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% annually $2,000,001+: 0.75% annually
Main office
Whiteland IN
Advisors at this office
1
Most active in
Indiana
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
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