METIS CAPITAL MANAGEMENT LLC

CRD 133198 · SEC 801-66834

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$29.8M

Discretionary AUM

$29.8M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-03

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

Type	Clients	AUM
Individuals	8	$1.2M
High net worth individuals	10	$22.3M
Charitable organizations	3	$6.3M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD