THE MERIDIAN BUSINESS GROUP, LTD

Overview

The Meridian Business Group, Ltd operates as a small, independent registered investment adviser serving both individual and family clients as well as institutional relationships. The firm emphasizes fee-based financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Its compensation model mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which aligns with a hybrid planning-and-portfolio practice rather than a pure asset-gathering broker model. Investment activity is tilted toward pooled public funds — mutual funds and similar vehicles — which make up the majority of the firm’s managed assets. The Meridian Business Group, Ltd does not position itself as an active ESG investor, and it is not reported as a multi-state adviser or pension consultant. Custody and trading are routed primarily through a single custodian relationship, consistent with a compact operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices