Tyler Koepf
M. Thomas Capital Management · Chagrin Falls, Ohio
Tyler Koepf is a fee-only financial advisor at M. Thomas Capital Management in Chagrin Falls, Ohio. M. Thomas Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | M. Thomas Capital Management |
|---|---|
| Based in | Chagrin Falls, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11M across 80 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7099572 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mthomascapital.com |
| Profile |
How Tyler's firm compares
- M. Thomas Capital Management's average account is about $138,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Tyler
Is Tyler Koepf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and M. Thomas Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler's firm, M. Thomas Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Koepf based?
Tyler Koepf is based in Chagrin Falls, Ohio.
Is Tyler Koepf registered with the SEC?
Yes. Tyler Koepf is registered as an investment adviser representative in OH (CRD 7099572), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does M. Thomas Capital Management manage?
M. Thomas Capital Management reports $11M across 80 accounts in assets under management.
How do I contact Tyler Koepf?
Through Tyler's website, www.mthomascapital.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
- 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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