9AT: MEOW ADVISORY, LLC

MEOW ADVISORY, LLC

MEOW ADVISORY, LLC

TOM FINANCIAL SERVICES, LLC

Related Companies

MEOW ADVISORY, LLC
TOM FINANCIAL SERVICES, LLC ERA

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Adviser Profile

As of Date	09/10/2026
Registration	SEC, Approved, 04/14/2023
Other registrations (2)	SEC, ERA - Withdrawn, 03/15/2023 SEC, ERA - Active, 04/26/2022
Former registrations	TOM FINANCIAL SERVICES, LLC
Contact Info	929 xxxxxxx
Websites

AUM^*	1,376,948,188 61%
of that, discretionary	1,376,948,188 104%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	2,279,716 -17%
% High Net Worth	2.32% -28%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 984M 787M 590M 393M 197M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Description of the Advisory Firm Meow Advisory, LLC (“Meow” or the “Adviser”) is a Delaware limited liability company, formed on February 23, 2021. Meow is 100% owned by its parent company, Meow Technologies Inc. Brandon Arvanaghi owns about 30% of Meow Technologies Inc. B. Types of Advisory Services Meow provides investment advisory services to high-net-worth individuals, corporations and other businesses (the “Separate Accounts” or the “Clients.”) Separate Account arrangements are governed by a written Investment Advisory Agreement (the “Agreement”) executed by both Meow and the Client. Meow provides advice in connection with the following assets: U.S. treasury securities, international sovereign bonds and treasury bills, and certain foreign exchange spot transactions (the “Investments”). Meow’s advice is limited to the Investments. C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve the Clients’ investment objectives. The Client must provide the Adviser with information about its investment objectives and financial situations, including

its risk tolerance and preferences. Based on this information, and as the Client updates that information on the Meow platform from time to time, Meow provides a recommended allocation of the Investments. Once clients have determined whether they agree with the recommendations and specific investments proposed by Meow, they indicate their approval on the Meow platform via their Client dashboard. With respect to any foreign exchange spot transactions, once a Client has approved or requested the transaction, Meow may select the currency exchange rate to fulfill that transaction. Meow has the discretionary authority to select the specific securities that fulfill a Client’s requested trade for the investments that the Client has selected and approved. Clients may impose certain limitations on investment activities in their accounts. D. Wrap Fee Programs Meow does not participate in wrap fee programs. E. Amounts Under Management As of 12/31/2023, Meow advised $282,643,433 of regulatory assets under management. As of the date of this amendment, all assets are managed on a discretionary basis.

MEOW ADVISORY, LLC

MEOW ADVISORY, LLC

TOM FINANCIAL SERVICES, LLC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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MEOW ADVISORY, LLC MEOW ADVISORY, LLC TOM FINANCIAL SERVICES, LLC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

MEOW ADVISORY, LLC

MEOW ADVISORY, LLC

TOM FINANCIAL SERVICES, LLC