Prime Meridian Capital Management, LLC

Prime Meridian Capital Management, LLC (CRD# 166003) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $223,157,565 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $37,192,928
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Prime Meridian Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald D. Davis
CRD#: 6138476
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596

Donald Davis (CRD# 6138476) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 6 years of experience in the finance industry.

2
Jeremy T. Todd
CRD#: 2945287
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596

Jeremy Todd (CRD# 2945287) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.

3
Jeffrey L. Bottom
CRD#: 3143733
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596

Jeffrey Bottom (CRD# 3143733) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.

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