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 that has been active since 2004 and concentrates on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and charges clients via a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Meridian does not position itself as an ESG-focused manager, does not act as a pension consultant, and is not structured as a capital allocator; instead it sources investment strategies through external managers and industry partners. The firm lists affiliations with another investment adviser and an accounting firm as part of its broader service network.
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 4Michael Woodall
Operations & Technology ExecutiveCRD 4799802
John Kerns
Portfolio ManagerCRD 2411385
Christopher Young
Senior Portfolio ManagerCRD 1920065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$175M in ETFs
94%
$165M
6%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $10.8M | 121,970 | 6.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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