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MEEKS CAPITAL LLC

Advisory

WINTER PARK, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL
#1,862
of 2,610 advisers by AUM
Average account
$146K
across 196 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
71
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

GMG ASSET MANAGEMENT LLC
$29M
VSI SECURITIES, INC.
MIAMI, FL
$29M
FARMAND INVESTMENT SERVICES, INC.
JACKSONVILLE, FL
$29M
GARRISON ASSET MANAGEMENT, INC.
$29M
INVESTMENT ADVISORY OF LEE COUNTY, LLC
FT. MYERS, FL
$29M
PRESERVATION FINANCIAL MANAGEMENT, INC.
$28M

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