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MÉTIER CAPITAL, LLC

· CRD 329009 · IAPD ↗ · metier-capital.com · (585) 636-2232

$188.3MRegulatory AUM
2Advisory reps
2Employees
5Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

70
April 2025 — MÉTIER CAPITAL, LLC reported RAUM up 232% ($53.0M -> $176.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — MÉTIER CAPITAL, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — MÉTIER CAPITAL, LLC (location n/a) is newly SEC-registered with $53.0M 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.