Stephen Neumeier
Neumeier Capital Management · Concord, Massachusetts
Stephen Neumeier is a fee-only financial advisor at Neumeier Capital Management in Concord, Massachusetts, who holds the CFA credential. Neumeier Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Neumeier Capital Management |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.7M across 39 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 1320155 |
| Exams passed | Series 63 (1984) · Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Stephen's firm compares
- Neumeier Capital Management's average account is about $172,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Stephen
Is Stephen Neumeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Neumeier Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Neumeier Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Neumeier based?
Stephen Neumeier is based in Concord, Massachusetts.
What credentials does Stephen Neumeier hold?
Stephen Neumeier holds the CFA credential.
Is Stephen Neumeier registered with the SEC?
Yes. Stephen Neumeier is registered as an investment adviser representative in MA (CRD 1320155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neumeier Capital Management manage?
Neumeier Capital Management reports $6.7M across 39 accounts in assets under management.
How do I contact Stephen Neumeier?
Contact details aren't on file yet. Search for Neumeier Capital Management.
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
- 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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