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Neumeier Capital Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,721,702
Clients
16
56% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$420,106
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
Fee options
$500 to $3,000 for financial planning services depending on client needs
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.75% Over $1,000,000+: 0.50%
$500 to $3,000 for financial planning services depending on client needs
Account minimum: $1,000,000
Main office location
Neumeier Capital Management, Inc
Concord MA, United States
Number of offices
1
Most active in
Neumeier Capital Management, Inc has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
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