David Keith Meador

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 10/2016
  Neuberger Berman Management Llc
  Little Rock, AR
• 10/2016 → 06/2020
  Ameriprise Financial Services, Llc
  Little Rock, AR
• 06/2020 → 07/2023
  Transparent Wealth Partners Llc
  Little Rock, AR
• 07/2023 → Present
  Mai Capital Management, Llc
  Little Rock, AR

Previous Registrations

• 2020-06-05 → 2023-07-07
  Transparent Wealth Partners Llc
  Little Rock, AR
  Little Rock, AR
• 2016-10-26 → 2020-06-10
  Ameriprise Financial Services, Llc
  Little Rock, AR
• 2011-06-27 → 2016-10-18
  Neuberger Berman Bd Llc
  Atlanta, GA
  Little Rock, AR
  New York, NY

Other Businesses

1. arkansas storage centers, VIII 2. Aspen Heights Equity 3. Rogers 13th street properties 4. Sh warehouse LLC 5. Real Estate Ownership; Commercial; Dallas; Not Investment Related; Oct 2017. DayMark in waxahatchie TX 6. NBSH 7. NBSH Blue 8. Encore Bank 9. Katie Kime Inc Other Business Activities; 7 days with god; advisor authored children's book; I created a book; Not Investment Related; 1-9 hours per month; 1-9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-12-03

Other Names

• David K Meador