Meow Advisory, LLC

Overview

Meow Advisory, LLC is an SEC-registered RIA structured as an LLC that provides fee-based portfolio management to individuals, families, small businesses and institutions. The firm bills on a percentage-of-AUM basis and delivers discretionary portfolio management across client segments. Its reported strategy tilts heavily to fixed income, with a clear preference for U.S. government debt as the core allocation. Meow Advisory does not position itself as an active ESG investor, does not serve as a capital allocator, and is not identified as a multi-state adviser. Advisory services focus on discretionary portfolio construction and ongoing portfolio management for both personal and institutional clients. The firm relies on external fund vehicles for supplementary exposures and uses custodial relationships to centralize custody and execution.

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Public Holdings

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Location & Offices