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James Meketa

Managing Director at Meketa Fiduciary Management

Officer recordForm ADV filed 26 March 2026

James Meketa is Managing Director of Meketa Fiduciary Management, LLC, a Carlsbad investment adviser.

Career

James Meketa has been Managing Director of Meketa Fiduciary Management since May 2015. James Meketa is a control person of the firm and directly owns under 5% of it. James Meketa holds an AB from Harvard University.

Meketa Fiduciary Management, LLC is a Carlsbad, CA firm with $20.1B under management, 44 clients and 1 adviser across 6 offices, as of its March 2026 filing.

Meketa’s biography says James Meketa founded Meketa Investment Group in 1978 and received an AB from Harvard University.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for James Meketa is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
James Meketa
CRD
4361091
Record basis
Form ADV officer listing
Firm bio
meketa.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does James Meketa work?

James Meketa has been Managing Director of Meketa Fiduciary Management, LLC since May 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Meketa Fiduciary Management

Sources

  1. IAPD individual lookup, CRD 4361091. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Meketa Fiduciary Management, LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Meketa Fiduciary Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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