Alan Myers
Aerie Capital Management · Baltimore, Maryland
Alan Myers is a fee-only financial advisor at Aerie Capital Management in Baltimore, Maryland, who holds the CFA credential. Alan focuses on retirement planning. Aerie Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Aerie Capital Management |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $28.2M across 154 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, NC · CRD 1711163 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.aeriecapitalmgmt.com |
How Alan's firm compares
- Aerie Capital Management's average account is about $183,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Alan
Is Alan Myers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Aerie Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Aerie Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Alan charge?
According to Aerie Capital Management's website, checked October 30, 2026: no asset minimum.
Where is Alan Myers based?
Alan Myers is based in Baltimore, Maryland.
What does Alan specialize in?
Alan's specialties include retirement planning.
What credentials does Alan Myers hold?
Alan Myers holds the CFA credential.
Is Alan Myers registered with the SEC?
Yes. Alan Myers is registered as an investment adviser representative in MD and NC (CRD 1711163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aerie Capital Management manage?
Aerie Capital Management reports $28.2M across 154 accounts in assets under management.
How do I contact Alan Myers?
Through Alan's website, www.aeriecapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aerie Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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