Meow Advisory, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$2.3M
Accounts
604
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
321099
Registered since
April 14, 2023
Custodians
ATOMIC BROKERAGE LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses99.62%
  • HNWI0.38%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meow Advisory, LLC is an SEC-registered institutional RIA that began its SEC registration in 2023 and is owned by a combination of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fee model is a percentage of assets under management. Regulatory and practice flags indicate Meow Advisory is not set up as a multi-state adviser, does not identify as an active ESG investor, and does not serve as a pension consultant or as a capital allocator to external managers. The firm is described as an institutional adviser focused on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 99%, Other 1%99%
  • US Government Bonds99%
  • Other1%

Owners & executives

2 of 2
  • Brandon Arvanaghi

    Brandon Arvanaghi

    Chief Executive OfficerCRD 6348655

  • Bryce Crawford

    Bryce Crawford

    Chief Technology OfficerCRD 7545044

Contacts

1 of 1
  • Ross Linton

    Ross Linton

    Head of OperationsCRD 7522613

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth