Mark E. Mcmeans

BRASADA CAPITAL MANAGEMENT, LP

Houston, TX 77027

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CRD#: 2244625

Professional summary

Mark Edward Mcmeans, CFA is a registered financial advisor currently at BRASADA CAPITAL MANAGEMENT, LP located in Houston, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TALENT PARTNERS; NOT INVESTMENT RELATED; 303 E.OHIO STREET, CHICAGO, IL 60611; PAYMASTER; PRINCIPAL PERFORMER IN COMMERCIAL; 4HRS DURING TRADING HOURS; START: 8/9/04; PERFORMING IN A I M TV COMMERCIAL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Mcmeans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 31, 2008 - Present

BRASADA CAPITAL MANAGEMENT, LP

Office #1: 3200 Southwest Freeway Suite 2160, Houston, TX 77027

RIA

CRD#: 147775

Houston, TX

Past

February 13, 2006 - March 17, 2008

A I M CAPITAL MANAGEMENT, INC

RIA

CRD#: 105349

HOUSTON, TX

Past

February 13, 2006 - March 17, 2008

A I M ADVISORS, INC.

RIA

CRD#: 105352

HOUSTON, TX

Past

June 15, 2004 - March 17, 2008

AIM PRIVATE ASSET MANAGEMENT

RIA

CRD#: 109264

HOUSTON, TX

Past

November 5, 1996 - March 17, 2008

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

September 16, 1992 - September 26, 1996

FUND MANAGEMENT COMPANY

CRD#: 25585

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRASADA CAPITAL MANAGEMENT, LP

BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP

CRD#: 147775 / SEC#: 801-77857

RIA

Registered Investment Advisory firm - (4/12/2013 Approved)

Texas

Registered Investment Advisory firm - (9/24/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/31/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/14/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/28/1992

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BRASADA CAPITAL MANAGEMENT, LP

BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP

CRD#: 147775 / SEC#: 801-77857

RIA

Registered Investment Advisory firm - (4/12/2013 Approved)

Texas

Registered Investment Advisory firm - (9/24/2013 Terminated)

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Contact information

Main Address

3200 Southwest Freeway Suite 2160, Houston, TX 77027

Mailing Address

Phone number

(713) 630-8390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRASADA CAPITAL MANAGEMENT, LP FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	917
AUM (Assets Under Management)	$ 755,435,569

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark E. Mcmeans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Mcmeans's CRS (Customer Relationship Summary).

Certified licenses

Experience

A I M CAPITAL MANAGEMENT, INC

A I M ADVISORS, INC.

AIM PRIVATE ASSET MANAGEMENT

INVESCO DISTRIBUTORS, INC.

FUND MANAGEMENT COMPANY

Primary Firm SEC Registration

BRASADA CAPITAL MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/1992

Series 6

Date: 8/14/1992

Series 26

Date: 8/28/1992

Current Firm

BRASADA CAPITAL MANAGEMENT, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRASADA CAPITAL MANAGEMENT, LP

TRUST BUT VERIFY

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