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| Meadow Creek Wealth Advisors LLC
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| CRD # | 297796 |
| SEC # | 801-113675 |
| CIK # | 0001801107 |
| AUM | 728.0 M (2026-02-12) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 470-359-9270 |
| Address | 4200 Northside Parkway Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (2/12/2026) [Brochure] |
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Item 5 – Fees and Compensation
Portfolio Management Fees
Our annual fee for portfolio management services varies depending on the market value of your assets under
management, the type and complexity of the asset management services provided, as well as the level of
administration requested either directly or assumed by the client. Assets in each of the client's account(s)
are included in the fee assessment unless specifically identified for exclusion in writing. The specific manner
in which fees are charged by the Firm is established in a client's written agreement and,in some instances,
may be negotiated.
Portfolio Management Fees
Account Value Annual Fee
Up to $999,999 2.00%
$1,000,000 – 2,999,999 1.00%
$3,000,000 – 4,999,999 0.80%
$5,000,000 – 9,999,999 0.70%
$10,000,000 – 19,999,999 0.50%
$20,000,000 + 0.40%
For new clients of Meadow Creek, typically accounts come in over a period of approximately one month.
The initial fee is typically assessed at the end of the first full month, or once the accounts are fully
transferred (less trailing cash balances) to Meadow Creek’s management.
Thereafter, the fee will be assessed monthly in advance, and calculated based on the fair market value of
the assets in the account as of the last trading day of the prior calendar month. The monthly fee is calculated
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by multiplying the annual rate by the account value at the prior month-end, and then dividing by 365 (366
in Leap Years) and multiplying by the number of days in the month. Upon termination of an account, any
prepaid, asset-based fees will be prorated according to the days the account was managed during the
calendar month, and any unearned fees will be rebated to the client.
Advisory fees will be debited directly from the client's account as specified in the advisory agreement. The
amount of the fee will be shown on the statement received by the Custodian. Meadow Creek urges clients
to carefully review such statements for accuracy and contact us at the main number with any questions or
concerns. Alternatively, upon request, Meadow Creek will bill a client directly for advisory services. Advisory
fees are due upon receipt of the invoice.
Separate Account Managers
For accounts managed by a (third-party) Manager, the billing arrangements of each Manager may differ in
terms of timing or other factors. For example, many Managers assess fees on a quarterly basis instead of
monthly. Each Manager’s Form ADV will describe the specific billing arrangements. In such cases Meadow
Creek may also receive its fees under this different arrangement.
Financial Planning
Meadow Creek may charge a fixed agreed upon rate or an hourly rate for any agreed-upon financial planning
work. This rate will vary depending on the requested task; however, the client will be provided with an
estimate in advance.
Financial planning fees will be charged on an agreed-upon fixed fee, ranging from $2,500 to $10,000, or an
hourly basis, ranging from $350 to $650 per hour, depending on the nature and complexity of each client's
circumstances. An estimate for the total hours will be determined at the start of the advisory relationship.
50% of the estimated fee will be due upon signing the Financial Planning agreement,with the balance (based
on actual hours) due upon presentation of the plan to the client. Typically, the financial plan will be
presented to the client within 90 days of the contract date if all of the relevant information needed to
prepare the financial plan has been promptly provided by the client.
Fees for Financial Planning Services are billed separately to the client for remittance. Fees are due upon
receipt of the invoice. The client may terminate the arrangement at any time, in writing, and will be refunded
a portion of the fee based upon a pro-rated calculation related to the time and expense expended by the
firm.
Annuities
If you have existing annuities that you would like us to manage for you through DPL Financial, LLC, you must
execute a 1035 tax-free exchange of your annuity. It will then be held at DPL, which will collect customary
fees embedded in your annuity product. DPL will pay a portion of this fee to Meadow Creek quarterly in
arrears. We do not include the value of the annuity in the calculation of fee billing based on balances at
Raymond James.
General Consulting Fees
When Meadow Creek provides general consulting services to clients, these services are generally separate
from Meadow Creek's Managed Account Program services. General consulting will be provided on an hourly
or fixed fee basis as negotiated and agreed upon with the client prior to starting work.
General consulting fees will be charged on an agreed-upon fixed fee or on an hourly basis, ranging from $350
to $650 per hour, depending on the nature and complexity of the specified project.
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Retirement Plan Advisory Fees
Fees for Retirement Plan Advisory Services are negotiated prior to the signing of the Agreement. In general,
fees charged for investment advisory services are payable monthly in advance and are based upon the
market value of the Plan assets on the last business day of the calendar month. Fees may be billed directly
to the Client or a third-party administrator ("TPA") or custodian at the Client's instruction. The initial fee will
be prorated according to the number of days remaining in the calendar month. Upon termination of an
account, any prepaid fees will be prorated according to the days the account was opened during the calendar
month, and any unearned fees will be rebated to the client.
Other Charges
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/12/2026) [Brochure] |
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Item 7 – Types of Clients Meadow Creek provides portfolio management services to high net worth individuals, charitable institutions, foundations, endowments, estates, and trusts. In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size. Certain Separate Account Managers may require a higher minimum as disclosed in the individual Manager's Firm Brochure. Under certain circumstances, the minimum may be waived, including related accounts that are combined to meet the minimum. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sonoco Products Co | 12.9 | ||
| Coca Cola Co | 10.9 | ||
| Nvidia Corp | 6.4 | ||
| Apple Inc | 5.7 | ||
| Broadcom Inc | 4.6 | ||
| Microsoft Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Alphabet Inc | 2.6 | ||
| Amazon Com Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 43.6 |
| (b) Individuals (high net worth individuals) | 80 | 638.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 45.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 728.0 |
| By Discretionary | ||
| Discretionary | 349 | 364.6 |
| Non-Discretionary | 246 | 363.5 |
| Total | 595 | 728.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 728.0 | |
| Total | 595 | 728.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801107] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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