Investment adviser · CRD 110216
MERIDIAN INVESTMENT ADVISORS
Investment adviser filing (IA)
MERIDIAN MANAGEMENT CO
LITTLE ROCK, AR, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $862M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 28 | $340,754,709 | 39.5% |
| High-net-worth individuals | 103 | $332,675,328 | 38.6% |
| Government entities | Fewer than 5 | $111,439,573 | 12.9% |
| Individuals | 88 | $46,867,079 | 5.4% |
| Corporations & businesses | 5 | $17,861,383 | 2.1% |
| Charities | 7 | $12,003,427 | 1.4% |
Filing source
Form ADV 2065061 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
11300 CANTRELL ROAD, SUITE 200LITTLE ROCK, AR, 72212, United States
CRD 110216
Filing source
Form ADV 2065061 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.