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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-24-2014
- Office Locations
- 1
Office Locations
About Mead Capital Management, LLC
Mead Capital Management is an independent, fee-only fiduciary RIA in Derry, NH serving individuals and businesses with financial planning and proprietary investment management. The firm emphasizes keeping plans and portfolios simple with low-cost index funds, and also runs private accounts built from a small, research-driven set of owner-oriented, competitively advantaged companies. Custody includes Interactive Brokers.
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Investment Themes
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Owner & Executives
ADAM JAMES MEAD
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member, Owner, President
- CRD
- #6395063
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,962,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,962,884 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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