N

Neumeier Capital Management, Inc

Updated today

Client AUM

$6,721,702

Clients

16

Advisors

1

of 1 employees

About

Neumeier Capital Management is an independent, privately owned investment adviser that provides discretionary and non‑discretionary investment supervisory services to individuals, corporations, employee benefit plans, foundations and endowments, and also offers occasional financial planning. The firm serves a small client roster and maintains a stated minimum account size of $1,000,000.

The firm follows a value‑oriented investment approach that seeks securities trading below a defined range of intrinsic value, using historical valuation ratios and analysis of durable competitive advantages to inform buy and sell decisions. For smaller accounts it typically emphasizes no‑load mutual funds, while larger portfolios generally favor individual U.S. common stocks; the firm may also use closed‑end funds, ETFs and other instruments for specific exposures or hedging.

Distinctive features include the firm's reported use of borrowing and derivatives within separately managed accounts — practices that are uncommon among independent solo advisers — and the inclusion of charitable organizations, foundations and endowments among its clients. Operationally, the firm aggregates trades across client accounts with stated allocation procedures, conducts monthly account reviews and an annual review of trade allocation impacts, and operates with a small, single‑advisor structure.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$500 to $3,000 for financial planning services depending on client needs

Percentage

$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.75% Over $1,000,000+: 0.50%

Project-based

$500 to $3,000 for financial planning services depending on client needs

Other

Account minimum: $1,000,000

Main office

Concord MA

Advisors at this office

1

Most active in

Massachusetts

Also doing business as

Neumeier Capital Management, Inc · Neumeier Capital Management,Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")