Meridian Financial Partners LLC
Firm details
- Headquarters
- Warrenton, Virginia
- CRD number
- 281969
- Registered since
- March 4, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.15%
- Individuals7.14%
- Charitable Organizations3.7%
- Corporations / Businesses1%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Financial Partners LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm is SEC registered (registered in 2016) and uses a mix of fee approaches — percentage of AUM plus hourly and fixed-fee engagements — which supports both ongoing advisory relationships and project-based planning work. Meridian notes individual and family clients alongside institutional relationships, does not identify as an active ESG investor, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$185M in ETFs
70%
$129M
23%
$55.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $31.6M | 44,600 | 17.13% |
Location
Warrenton, VA
Fauquier
Location
Warrenton, VA
Headquartered in Warrenton, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fauquier
- Address
- 39 S 4th St
- Time zone
- ET (UTC-5)
- Office locations
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