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MERIDIAN INVESTMENT ADVISORS
Legal name: MERIDIAN MANAGEMENT CO
CRD 110216File 801-13452
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$861.6M
Above cohort median (national)
Discretionary AUM
$861.6M
Clients
233
458 accounts
Employees
6
Above cohort median in AR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 14, 1977
- Principal office
- 11300 CANTRELL ROAD, SUITE 200, LITTLE ROCK, AR, 72212
- Phone
- 501-663-7055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $861.6M
- Discretionary AUM
- $861.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 458
- Non-discretionary accounts
- 0
- Total accounts
- 458
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $17.9M |
| Charitable organizations | 7 | $12.0M |
| High net worth individuals | 103 | $332.7M |
| Pension and profit sharing plans | 28 | $340.8M |
| State or municipal government entities | Fewer than 5 | $111.4M |
| Individuals (other than high net worth individuals) | 88 | $46.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.