Meow Advisory, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 604
- Avg AUM / client
- $2.3M
- Accounts
- 604
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $5.2M | 0.38% |
| Corporations and other businesses | 590 | $1.4B | 99.6% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arvanaghi, Brandon, Aarod | Co Founder And Chief Executive Officer | Feb 2021 (6y) | ≈ 18.75% – 50% via Meow Technologies Inc. | |
| Crawford, Bryce, Wickham | Co Founder And Chief Technology Officer | Feb 2021 (6y) | Less than 5% | |
| Linton, Ross, Andrew | Chief Compliance Officer | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meow Technologies Inc. | Owner | Feb 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Arvanaghi, Brandon, Aarod: 25% – 50% of Meow Technologies Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Atomic Brokerage Llc $1.4B (99% of AUM) Feb 2026
- Pershing $671M (99% of AUM) Mar 2025
- BNY Mellon $11.8M (1% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗