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MESSMER CAPITAL ADVISORS LLC

MILFORD, OH · CRD 305387 · IAPD ↗ · messmercapital.com · 740-972-1196

$130.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — MESSMER CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — MESSMER CAPITAL ADVISORS LLC (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.