MERIDIAN FINANCIAL PARTNERS LLC

RIASEC RegisteredEst. 2016

Total AUM

$628M

Discretionary

$625M

100% of AUM

Avg account

$412K

Accounts

1,522

Employees

Advisory reps

Firm details

Headquarters: WARRENTON, Virginia
CRD number: 281969
Registered since: March 4, 2016
Website: meridianfinancialpartners.com
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

FINTRX

Overview

Meridian Financial Partners LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small-business clients, with some institutional relationships. Registered with the SEC in 2016, the firm runs a fee schedule that includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based planning work. Meridian’s investment posture favors liquid, publicly traded strategies—large allocations to mutual funds and ETFs feature prominently—while its filings indicate selective use of third-party real estate vehicles for alternative exposure. The firm is not an active ESG investor, does not present itself as a multi-state or pension consultant adviser, and is not structured as a capital allocator.