Meridian Investment Advisors

RIASEC RegisteredEst. 1977

Total AUM

$862M

Discretionary

$862M

100% of AUM

Avg account

$1.9M

Accounts

458

Employees

Advisory reps

Firm details

Headquarters: Little Rock, Arkansas
CRD number: 110216
Registered since: October 14, 1977
Website: www.meridiania.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans39.55%
HNWI38.61%
State / Municipal Government12.93%
Individuals5.44%
Corporations / Businesses2.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Meridian Investment Advisors is an independent, privately owned registered investment adviser operating as a corporation and first registered with the SEC in 1977. The firm serves both individuals and families as well as institutional clients and charges a mix of asset-based fees and fixed fees. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. FINTRX flags Meridian as a capital allocator, indicating the firm sources and places client capital with external managers when appropriate. The firm is not identified as an active ESG investor.