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 formed in 2004 that focuses on serving individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging clients via a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. Meridian is not structured as a capital allocator and does not position itself as an active ESG investor or a pension consultant. Industry relationships include affiliations with other investment advisers and accounting professionals.
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 3Michael Woodall
Operations & Technology ExecutiveCRD 4799802
John Kerns
Portfolio ManagerCRD 2411385
Anita Singh
AssociateCRD 4924334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$185M in ETFs
94%
$174M
6%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $8.9M | 117,933 | 4.82% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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