Meridian Asset Management, LLC

Overview

Meridian Asset Management, LLC is an independent registered investment adviser formed as an LLC and operating with an owner-type listed as an individual. The firm serves both high-net-worth individuals and families as well as smaller institutional and business clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and institutional clients, delivered through a mix of fee models (percentage of AUM, hourly and fixed fees, and other arrangements). Investment activity at Meridian shows a clear bias toward publicly traded equities and exchange-traded vehicles as the primary building blocks of client portfolios. The adviser maintains a substantial portion of assets in non-discretionary arrangements, which suggests many client relationships are advisory or collaborative in nature rather than fully delegated. Custody and trading are centralized through Charles Schwab & Co., Inc., which aligns with a practice that favors liquid, tradable instruments and streamlined operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices