Meow Advisory, LLC

RIASEC Registered
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 registered investment adviser organized as an LLC. The firm charges a fee based on a percentage of assets under management and provides portfolio management services for individual and family clients as well as business and institutional clients. According to its filing, Meow Advisory does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The adviser is classified as an institutional RIA and the ownership structure is listed as a domestic entity and individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Bryce Crawford

    Bryce Crawford

    Chief Technology OfficerCRD 7545044

  • Brandon Arvanaghi

    Brandon Arvanaghi

    Chief Executive OfficerCRD 6348655

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth