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MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593File 801-46376
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$628.0M
Above cohort median (national)
Discretionary AUM
$468.5M
Non-discretionary $159.5M
Clients
627
1,154 accounts
Employees
5
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 31, 1994
- Principal office
- 10321 N. PENNSYLVANIA ST., INDIANAPOLIS, IN, 46280
- Phone
- 317-573-5257
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $628.0M
- Discretionary AUM
- $468.5M
- Non-discretionary AUM
- $159.5M
- Discretionary accounts
- 1,139
- Non-discretionary accounts
- 15
- Total accounts
- 1,154
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 240 | $309.2M |
| Pension and profit sharing plans | 15 | $159.5M |
| Individuals (other than high net worth individuals) | 372 | $159.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.