Capitol Landing Wealth logo

Capitol Landing Wealth

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General estate planning guidance

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$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%

Other

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

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