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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- QuantumZenith
- Established Date
- 10-03-2018
- Office Locations
- 1
Office Locations
About Meeks Capital LLC
Meeks Capital LLC is a Winter Park, FL RIA serving retail and institutional clients with investment management, financial planning, and insurance services. The firm uses modern planning and budgeting software to track progress toward goals and implements diversified model portfolios across stocks, bonds, mutual funds, ETFs, and select alternatives (e.g., private equity, commodities). Custody is available via Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES NATHAN MEEKS
Chief Compliance Officer, Managing Member, President
- CRD
- #5978077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,644,147 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,644,147 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,644,147
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,017,124,761 | 18.8% |
| Cash | $2,007,198,332 | 37.1% |
| Public Funds | $1,027,945,237 | 19.0% |
| Equity - OTC | $1,357,969,761 | 25.1% |
| Total | $5,410,238,091 | 100.0% |