MERIDIAN INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 1994

Total AUM

$628M

Discretionary

$469M

75% of AUM

Avg account

$544K

Accounts

1,154

Employees

Advisory reps

Firm details

Headquarters: CARMEL, Indiana
CRD number: 107593
Registered since: May 31, 1994
Website: www.meridianinvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.24%
Pension & Profit Sharing Plans25.39%
Individuals25.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Meridian Investment Advisors, Inc. is an independent registered investment adviser focused on serving both individual and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, and lists pension consulting among its advisory offerings. Meridian operates under a fee model that includes a percentage of AUM as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and is not an active ESG investor. Investment activity centers on public pooled vehicles rather than direct stock picking. Meridian’s allocation approach favors professionally managed mutual funds and other public funds for core exposure, while using external managers and corporate credit instruments to complement those positions. The adviser offers both discretionary and non-discretionary portfolio management, allowing for tailored engagement levels depending on client needs.