A complete list of active advisors currently associated with Meeks Capital LLC

Warmer can help you find a great advisor at Meeks Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Meeks Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.