Meketa Fiduciary Management, LLC
Carlsbad, CA·SEC-registered · CRD #323605
Meketa Fiduciary Management, LLC is an SEC-registered investment advisory firm in Carlsbad, CA managing $20B across 50 client accounts, with 1 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
50
Advisory staff
1
Fee model
Fee-based
How Meketa Fiduciary Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Meketa Fiduciary Management, LLC
How much does Meketa Fiduciary Management, LLC manage?
Per its most recent SEC Form ADV filing (03/26/2026), Meketa Fiduciary Management, LLC reports $20B in regulatory assets under management across roughly 50 client accounts.
How does Meketa Fiduciary Management, LLC charge?
Meketa Fiduciary Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Meketa Fiduciary Management, LLC a fiduciary?
Yes. Meketa Fiduciary Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #323605), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Meketa Fiduciary Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Meketa Fiduciary Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carlsbad, CA
Profile compiled from Meketa Fiduciary Management, LLC's public SEC Form ADV filing (CRD #323605, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Meketa Fiduciary Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Meketa Fiduciary Management, LLC? Claim this profile.