Cuttingedge Advisors Corporation (St. Louis)

Cuttingedge Advisors Corporation is an adviser based in St. Louis. It manages $26.23 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Michigan and Missouri.

Cuttingedge Advisors Corporation provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cuttingedge Advisors Corporation: assets under management

The assets under management (AUM) of Cuttingedge Advisors Corporation is $26.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.68 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 70% of the total AUM. The second-largest asset type is exchange traded securities, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cuttingedge Advisors Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Norman Hugh Meyer serves?

The only and largest group of clients of Norman Hugh Meyer is individuals with 277 clients and $26.23 million of assets under management. Among the 1 most similar advisory firms, Cuttingedge Advisors Corporation has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $26.23 million for 277 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cuttingedge Advisors Corporation doesn't advise any private funds.

Careers at Cuttingedge Advisors Corporation

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Norman Hugh Meyer has been acting as President since 1 Jan 2008. Douglas M Simms joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Norman Hugh Meyer	President/chief compliance officer	1 Jan 2008	75% - 100%	3185642
Marco Antonio Ramirez	Chief compliance officer	1 Feb 2008	Other	4702164
Douglas M Simms	Chief compliance officer	1 Jun 2010	Other	5461794

Based in St. Louis

The principal office where Cuttingedge Advisors Corporation performs its advisory services is located at 13230 Tesson Ferry Road, St. Louis, MO 63128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-919-2024 or by fax 314-910-2096. The normal business hours are 9am - 4pm on Monday - Friday.