Andrew Metz
Metz Capital Management · Lewes, Delaware
Andrew Metz is a fee-only financial advisor at Metz Capital Management in Lewes, Delaware. Andrew charges an ongoing planning fee.
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Facts
| Firm | Metz Capital Management |
|---|---|
| Based in | Lewes, Delaware |
| Fee model | Ongoing planning fee |
| Assets under management | $107.9M across 462 accounts |
| SEC registration | Investment adviser representative in DE · CRD 3223354 |
| Exams passed | Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.metzcapitalmanagement.com |
| Profile |
How Andrew's firm compares
- Metz Capital Management's average account is about $234,000, from its Form ADV (assets managed divided by 462 accounts).
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Questions about Andrew
Is Andrew Metz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Metz Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges an ongoing planning fee.
Where is Andrew Metz based?
Andrew Metz is based in Lewes, Delaware.
Is Andrew Metz registered with the SEC?
Yes. Andrew Metz is registered as an investment adviser representative in DE (CRD 3223354), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Metz Capital Management manage?
Metz Capital Management reports $107.9M across 462 accounts in assets under management.
How do I contact Andrew Metz?
Through Andrew's website, www.metzcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Metz 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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