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John Patrick Meyer

Meyer Capital Management LLC.

Cincinnati, OH

CRD 6447590

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Employer firm

Meyer Capital Management LLC. CRD 106904

$191M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Meyer Capital Management Llc.

7655 Five Mile Road Suite 209, Cincinnati, OH 45230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-22
OH RA APPROVED 2015-05-18
  • TX RA
    APPROVED_RES
    Since 2018-10-22
  • OH RA
    APPROVED
    Since 2015-05-18

Branch Locations

7655 Five Mile Road Suite 209, Cincinnati, OH 45230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meyer Capital Management Cincinnati OH 06/2014 Present
  • 06/2014 → Present
    Meyer Capital Management
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-16
  • S65 Uniform Investment Adviser Law Examination
    2015-05-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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