{"url":"https://nivawealth.com/firms/meow-advisory-321099","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/321099","regulatoryAum":1376948188,"crd":"321099","history":[{"filedOn":"2023-07-17","regulatoryAum":385595380,"clients":67,"employees":12,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":282643433,"clients":230,"employees":2,"offices":2},{"filedOn":"2025-06-05","regulatoryAum":856806850,"clients":247,"employees":2,"offices":1},{"filedOn":"2026-09-10","regulatoryAum":1376948188,"clients":604,"employees":2,"offices":1}],"secFileNumber":"801-127664","legalName":"Meow Advisory, LLC","displayName":"Meow Advisory","slug":"meow-advisory-321099","website":"https://meow.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/321099/cf1e3597eec45f51-r1.webp","tone":"light","width":862,"height":200,"sourceUrl":"https://www.meow.com","sourceLabel":"Meow Advisory, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/joinmeow","xUrl":"https://x.com/JoinMeow","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"14 April 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":374934.28571428574,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1376948188,"discretionary":1376948188,"discretionaryAccounts":604,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":14,"regulatoryAum":5249080},{"label":"Corporations and other businesses","clients":590,"regulatoryAum":1371699108}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"BNY Mellon Securities Corporation","shortName":"BNY Mellon Securities","location":"New York, NY","smaAssets":11792357},{"name":"Atomic Brokerage LLC","shortName":"Atomic Brokerage","location":"New York, NY","smaAssets":1365155831}],"custodyNote":"Meow Advisory does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brandon Arvanaghi","title":"Co-Founder and Chief Executive Officer","crd":"6348655"},{"name":"Ross Linton","title":"Chief Compliance Officer","crd":"7522613"},{"name":"Bryce Crawford","title":"Co-Founder and Chief Technology Officer","crd":"7545044"}],"ownership":[{"label":"Meow Technologies Inc.","detail":"Owner in the 75% or more ownership band and a control person, since February 2021."},{"label":"Brandon Arvanaghi","detail":"Indirect owner: a co-founder and chief executive officer of Meow Technologies Inc. in the 25% to 50% band and a control person, since February 2021.","parent":"Meow Technologies Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"929-333-3405","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"U.S. government/agency bonds","percent":99},{"label":"Other","percent":1,"detail":"Mixed Percent of Sovereign Bonds Totaling .02% of Total Assets."}],"privateFunds":0},"sources":{"adv1FilingDate":"10 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/321099/PDF/321099.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Meow Advisory have?","answer":"Meow Advisory has 604 clients and manages $1.38 billion for them, as of September 2026. They include 590 corporations and other businesses and 14 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meow Advisory offer?","answer":"Meow Advisory provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Meow Advisory use?","answer":"Meow Advisory’s separately managed account assets are held at Atomic Brokerage LLC (New York, NY), with $1.37B and BNY Mellon Securities Corporation (New York, NY), with $11.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meow Advisory have?","answer":"Meow Advisory has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meow Advisory invest in?","answer":"At the end of its last fiscal year, Meow Advisory’s separately managed accounts held 99% U.S. government and agency bonds and 1% other. The 1% other category is described as: Mixed Percent of Sovereign Bonds Totaling .02% of Total Assets.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meow Advisory?","answer":"Meow Advisory is owned through a holding company by Brandon Arvanaghi. Its direct owner is Meow Technologies Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meow Advisory get paid?","answer":"Meow Advisory is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Meow Advisory?","answer":"Its phone number is 929-333-3405. Its website is meow.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}