Unclaimed Profile

Mark Edward Mcmeans

BRASADA CAPITAL MANAGEMENT, LP·HOUSTON, Texas

Series 6, Series 26, Series 63Clean record22 years registeredBRASADA CAPITAL MANAGEMENT, LP

3200 SOUTHWEST FREEWAY, HOUSTON, TX 77027CRD# 2244625Firm CRD# 147775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Edward Mcmeans · HOUSTON, TX

Registration

CRD #2244625 · BRASADA CAPITAL MANAGEMENT, LP · 22 years registered

Brand Profile

Not yet started

Career History

BRASADA CAPITAL MANAGEMENT, LP

Oct 2008 – present

A I M ADVISORS, INC.

Feb 2006 – Mar 2008

HOUSTON, TX

A I M CAPITAL MANAGEMENT, INC

Feb 2006 – Mar 2008

HOUSTON, TX

AIM PRIVATE ASSET MANAGEMENT

Jun 2004 – Mar 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Registration record

First registered · June 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRASADA CAPITAL MANAGEMENT, LP

CRD 147775 · SEC 801-77857

AUM

$754M

Regulatory assets under management

Employees

933 client accounts

Services offered by BRASADA CAPITAL MANAGEMENT, LP

Per Form ADV

Portfolio management (individuals)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BRASADA CAPITAL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Mark Edward Mcmeans offer?

Mark Edward Mcmeans specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Mark Edward Mcmeans's credentials?

Mark Edward Mcmeans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Mcmeans located?

Mark Edward Mcmeans is based in HOUSTON, Texas, working with BRASADA CAPITAL MANAGEMENT, LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Mark Edward Mcmeans charge for services?

Mark Edward Mcmeans's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRASADA CAPITAL MANAGEMENT, LP?

BRASADA CAPITAL MANAGEMENT, LP has approximately 16 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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