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MERIDIANA
Legal name: MERIDIANA MFO LLC
CRD 306237File 801-117687
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$441.9M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $441.9M
Clients
10
152 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 26, 2019
- Principal office
- 2600 S. DOUGLAS RD., SUITE 908, CORAL GABLES, FL, 33134
- Phone
- 305-448-0014
- Website
- http://meridiana-mfo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $441.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $441.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 152
- Total accounts
- 152
- AUM per client
- $44.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $0 |
| High net worth individuals | 7 | $441.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.