Meredith Poore is a control person of Frazee Investment Consulting and directly owns under 5% of it.
Frazee Investment Consulting is an investment adviser based in Memphis, TN, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $196 million, as filed on 13 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4799349
- Firm
- Frazee Investment Consulting · CRD 123662
- Role
- Chief Compliance Officer
- In role since
- February 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Memphis, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Meredith Poore work?
Meredith Poore has been Chief Compliance Officer of Frazee Investment Consulting, Inc. since February 2020, and is a control person of the firm.
How can I verify Meredith Poore’s record?
Meredith Poore’s role is listed on Frazee Investment Consulting, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 123662.