Mead Capital Management, LLC

Overview

Mead Capital Management, LLC is a small, independent registered investment adviser serving individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutional clients, running a straightforward advisory practice rather than acting as a capital allocator. Investment activity is concentrated in publicly traded equities, and the firm reports a clear preference for exchange-traded instruments as the backbone of client portfolios. The firm operates with a flexible fee menu—percentage of AUM, hourly, fixed fees and performance-based fees—which allows it to take on both traditional advisory relationships and performance-linked mandates. Mead Capital Management, LLC does not classify itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Its owner-type is listed as an individual, reflecting a boutique, closely held advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices