VM
Van Meter Associates, Llc
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 134191
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ADV data as of Mar 25, 2024
- Regulatory AUM
- $16.2M
- Discretionary
- $16.2M
- Clients
- 5
- Avg AUM / client
- $3.2M
- Accounts
- 5
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.3M | 7.83% |
| Banking or thrift institutions | 1 | $14.9M | 92.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clarke Jennings Vanmeter | Registered representative | Sep 2009 (17y) | ||
| Michael Van Meter | Registered representative | Sep 2009 (17y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2024 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2024.
View current Form ADV (SEC/IAPD) ↗