Meeks Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meeks Capital provides discretionary investment management and comprehensive financial planning to individuals and to employer retirement plans, including pension and profit‑sharing plans. The firm also offers retirement‑plan advisory services as a limited‑scope 3(21) fiduciary and works with third‑party administrators to develop investment‑menu and governance tools for plan sponsors.
The firm’s investment approach uses diversified allocations across ETFs, mutual funds, individual equities and fixed income guided by asset‑allocation frameworks such as core‑satellite, strategic and tactical allocation and modern portfolio theory. Meeks Capital pairs goal‑based planning — beginning with a discovery meeting to define life and financial objectives — with active techniques including option collars and concentrated‑position collars, and may place portions of client assets with independent third‑party portfolio managers it selects and monitors.
Noteworthy among peers, Meeks Capital explicitly serves retirement plans and accepts a co‑fiduciary 3(21) role, a service relatively uncommon for similar independent advisers. The principal holds CFP and CRPC credentials and is licensed to sell insurance products; the brochure discloses that insurance activities and referrals to outside professionals can present potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Up to $500 fixed fee for initial Discovery Meeting; flat fee up to $5,000 for comprehensive financial planning.
$0 - $250,000: 1.10% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001+: 0.30% annually
Up to $250 per hour for modular financial planning services.
Account minimum: $100,000 minimum (waivable) Fee-only: Financial planning flat fee up to $5,000 for comprehensive plans; hourly rate up to $250/hour for modular plans; annual review fee up to $2,500 annually.
Main office
1964 Howell Branch Road, Suite 109
Winter Park FL 32792
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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