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MEEKS CAPITAL LLC
CRD 298773
1964 HOWELL BRANCH ROAD, SUITE 109, WINTER PARK, FL, 32792, United States
Phone
407-494-5439
Fax
407-641-8545
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$28.6M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $10.0M |
| High net worth individuals | 14 | $18.6M |
All web addresses on file
Official SEC filing: View on IAPD