Meyer Handelman Company Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $2.7B
- Clients
- 487
- Avg AUM / client
- $6.6M
- Accounts
- 487
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $33.0M | 1.02% |
| High net worth individuals | 402 | $2.7B | 83.7% |
| Pension and profit sharing plans | 2 | $12.5M | 0.39% |
| Charitable organizations | 5 | $411M | 12.7% |
| Other | 5 | $72.9M | 2.25% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Handelman, Richard, Alan | Member | Jan 1992 (35y) | 25% – 50% | |
| Handelman, Scott, Matthew | Member | Jan 2019 (8y) | 25% – 50% | |
| Handelman, Russell, Jay | Chief Compliance Officer | Sep 2019 (7y) | Less than 5% | |
| Zachary, Handelman, Schaell | Member | Jan 2024 (3y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 03/17/2026 | 1.19 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Citibank $2.5B (78% of AUM) Mar 2026
- BNY Mellon $686M (21% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗