MEEKS CAPITAL LLC

Overview

Meeks Capital LLC operates as an independent registered investment adviser serving individual and family clients with a fee schedule that includes a percentage of AUM, hourly charges and fixed fees. The firm describes itself as a capital allocator and focuses its discretionary portfolio management and financial planning on privately held client relationships rather than institutional pension consulting. Meeks Capital shows a clear preference for equities as the primary portfolio sleeve and appears to use an active manager-selection approach when engaging outside managers or advisers. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It is not positioned as an active ESG investor and is not registered as a multi-state adviser. Given the firm’s structure and service set, allocation decisions likely balance liquid equity exposures with select third-party managers in alternative strategies to address return-enhancement and diversification goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices