Mead Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,962,884
Total clients
25
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$238,515
About
Mead Capital Management provides discretionary portfolio management, financial planning, and limited consulting services to individuals as well as trusts, charitable organizations, pensions, and other business entities. Like many independent advisers, it typically charges fees based on assets under management and structures client accounts as separately managed accounts.
The firm follows a value-oriented, business-ownership approach to security selection, favoring concentrated portfolios of publicly traded companies when managing proprietary accounts and using strategic asset allocation with low-cost ETFs for financial planning clients. Accounts are managed on a discretionary basis and the firm emphasizes long-term holding periods and fundamental analysis rather than frequent trading.
Noteworthy for a solo independent adviser, the firm offers performance-based fee arrangements to qualified clients and includes performance results in its marketing materials and client success stories. The principal also produces a subscription investment newsletter and is forming a holding company to acquire private business interests, activities the brochure discloses may demand a material portion of the principal’s time.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees for consulting or financial planning possible at sole discretion; no specific amounts stated
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Hourly consulting or financial planning fees may be charged at sole discretion; specific rates not stated
Performance-based fees may be offered to Qualified Clients at firm's sole discretion; no specific rates stated
Account minimum: $250,000 Minimum fee: May include a minimum fee at sole discretion of the firm, but no specific amount stated Fee-only: Primarily fee-based on assets under management; financial planning fees generally included in AUM fees, but may also charge hourly or fixed fees at sole discretion
Main office location
Mead Capital Management, LLC
Derry NH, United States
Number of offices
1
Most active in
Mead Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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