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 that has been SEC-registered since 1977. The firm operates as a corporation with an owner-type listed as an individual and positions itself as a capital allocator that works with both individual/family and institutional clients. Its advisory services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional entities, along with pension consulting and the selection of outside managers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Meridian does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.