Meridian Investment Counsel, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 131655
- Registered since
- June 28, 2004
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals94.16%
- HNWI4.79%
- Pension & Profit Sharing Plans0.57%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Investment Counsel, Inc. is an independent registered investment adviser (SEC registered in 2004) that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and fee-for-service arrangements (hourly and fixed fees). Its client base is primarily individual and family households. Meridian favors public equities and exchange-traded instruments as the core of its portfolios while integrating third-party alternative fund exposure where appropriate. The firm does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities69%
- Public Funds/Mutual Funds19%
- US Government Bonds10%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Nancy Woodall
President, Portfolio Manager & Chief Compliance OfficerCRD 3223028
Contacts
3 of 3John Kerns
Portfolio ManagerCRD 2411385
Michael Woodall
Operations & Technology ExecutiveCRD 4799802
Anita Singh
Associate, Financial AdvisorCRD 4924334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$163M in ETFs
94%
$152M
6%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $8.6M | 110,405 | 5.30% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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