Van Meter Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,268,600
Clients
4
Advisors
2
of 2 employees
About
Van Meter Associates provides portfolio management and financial planning to individuals and corporations. The firm offers both discretionary and non‑discretionary management, custom and model portfolios, primarily recommends equity securities and exchange‑traded funds, and charges percentage‑of‑assets fees; as of March 29, 2023 it reported managing about $15.1 million in discretionary client assets.
The firm gathers suitability information at onboarding to tailor investment strategies and monitors accounts with at least monthly internal reviews and rebalancing as needed. Its stated methods include fundamental analysis, long‑ and short‑term purchases, options and margin trading when appropriate, and one principal describes applying a technical filter to fundamental analysis to adjust portfolio risk over time.
Noteworthy details in the brochure include the principals’ prior registered‑representative experience and the firm’s explicit relationships with several broker‑dealers for trade execution and research, which it discusses alongside its custody and brokerage practices. The brochure also documents a standard AUM fee schedule and an option to adopt a 20% performance fee for qualifying clients under Rule 205‑3, and it lists only individuals and corporations as client types without highlighting a high‑net‑worth or institutional client focus.
Client services
Expertise
Fee options
$250,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% Over $2,000,000+: Negotiable
$250 per hour, negotiable
20% performance fee for qualified clients with net worth over $1,500,000 or assets under management at least $750,000, calculated annually, compliant with SEC Rule 205-3
Account minimum: $500,000
Main office
Delhi IA
Advisors at this office
2
Most active in
Iowa
Also doing business as
Van Meter Associates · Van Meter Associates, LLC · Van Meter, Michael
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Advisors at this firm
Clarke V
Series 63, Series 65
Delhi, IA
Van Meter Associates, LLC
Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.
Michael V
Series 63, Series 65
Delhi, IA
Van Meter Associates, LLC
Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.
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