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METZ CAPITAL MANAGEMENT LLC
CRD 108382 · SEC 801-56612
439 KINGS HWY, LEWES, DE, 19958, United States
Phone
302-644-1193
Fax
302-258-0934
Registration
— (—)
Source
State registered
Total AUM
$107.9M
Discretionary AUM
$107.9M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $26.6M |
| High net worth individuals | 42 | $75.1M |
| Charitable organizations | 8 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD