Capitol Landing Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Meadows Wealth Management provides investment management and financial-planning services to a diverse range of clients, including pooled vehicles and institutional accounts as well as individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, banks, insurance companies, sovereign wealth entities, and state or municipal governments. The firm also offers classroom-style and online educational seminars and workshops on general investing and retirement topics; these sessions are educational and not individualized investment advice.
The firm constructs portfolios around a written Investment Policy Statement for each client and may manage accounts directly or engage unaffiliated Sub‑Advisors to implement strategies that often reflect an active, tactical outlook with one- to three-year positioning. Portfolio oversight includes at least quarterly reviews and discretionary trading authority is commonly used, while clients may impose reasonable investment restrictions when desired.
Noteworthy for its adviser category, Meadows discloses relationships and a client base that include several institutional and nontraditional counterparties (e.g., banks, insurance companies, sovereign wealth funds, other investment advisers, and government entities), and the firm describes its process for selecting and monitoring Sub‑Advisors. The brochure also highlights related but separate business activities—such as a life‑insurance license and appraisal and tax advisory work—that are disclosed and managed to mitigate potential conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.50%
Account minimum: $100,000 (negotiable) Fee-only: Fee based on tiered percentage of assets under management; no commissions or transaction-based compensation.
Main office location
Capitol Landing Wealth
1769 Jamestown Rd Ste 302
Williamsburg VA 23185, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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