RIA Intel›Advisers›Texas›MEADOW LAKE CAPITAL LLC

MEADOW LAKE CAPITAL LLC

Advisory

TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in TX

#2,207

of 2,813 advisers by AUM

Average account

$1M

across 15 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SENDERA WEALTH ADVISORS, LLC

$17M

ACCESS GLOBAL ADVISORS

$17M

ODYSSEY ASSET MANAGEMENT, INC.

$17M

FIDELIUM INVESTMENT ADVISERS, LLC

$17M

BRIGGS MANAGEMENT & RESEARCH CO.

$17M

SCOTT AND ASSOCIATES OF TEXAS, INC.

$17M

Get the full picture on MEADOW LAKE CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MEADOW LAKE CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans