MELD FINANCIAL, INC.

RIASEC RegisteredEst. 2004

Total AUM

$776M

Discretionary

$776M

100% of AUM

Avg account

$400K

Accounts

1,942

Employees

Advisory reps

Firm details

Headquarters: VESTAVIA, Alabama
CRD number: 118896
Registered since: April 7, 2004
Website: meldfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.47%
Individuals32.93%
Corporations / Businesses3.78%
State / Municipal Government0.43%
Charitable Organizations0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meld Financial, Inc. is an independent, SEC-registered investment adviser that has operated since 2004. The firm is organized as a corporation and is owned by an individual; it identifies as a capital allocator and serves both individual/family clients and institutional investors. Its advisory work spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and investor education through seminars and workshops. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not position itself as an active ESG investor.