Full text of MERIDIAN INVESTMENTS, INC.'s X-17A-5 filed 2026-06-17 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | OMB APPROVAL | | |---------------------------|--| | OMB Number: 3235-0123 | | | Expires: Nov. 30, 2026 | | | Estimated average burden | | | hours per response:<br>12 | | | | | | | 413 per 163pvilable | Carlos Control | | |--|---------------------|----------------|--| | | SEC FILE NUMBER | | | | | A BAIAI | | | | | (No. and Street) | | |--------|------------------|------------| | VIENNA | VA | 22182 | | (City) | (State) | (Zip Code) | | KIMBERLY PAYNE | 301 983-5000 | KPAYNE@MERIDIANINVESTMENTS.C | |----------------|--------------|------------------------------| |----------------|--------------|------------------------------| | | (Name - if individual, state last, first, and middle name) | | | |-------------|------------------------------------------------------------|---------|------------| | 53 STATE ST | BOSTON | MA | 02109 | | (Address) | (City) | (State) | (Zip Code) | {1}------------------------------------------------ | JEREMIAH MCDERMOTT | | , swear (or affirm) that, to the best of my knowledge and belief, the | |--------------------|--|--------------------------------------------------------------------------------| | | | financial report pertaining to the firm of MERIDIAN INVESTMENTS, INC.<br>as of | | 12/31 | | 10 PHILO ONC ROHYON. BUTCH DILDERLINE AND ARMANALARDA COMPANILIANA PHIL |  - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION For the Year Ended December 31, 2025 {3}------------------------------------------------ ## **MERIDIAN INVESTMENTS, INC.** TABLE OF CONTENTS For the Year Ended December 31, 2025 | | Page # | |--------------------------------------------------------------------------------------------------------|--------| | Report of the Independent Registered Public Accounting Firm | 1-2 | | Audited Financial Statements | | | Statement of financial condition | 3 | | Statement of income | 4 | | Statement of changes in stockholders' equity | 5 | | Statement of cash flows | 6 | | Notes to financial statements | 7 – 14 | | Supplemental Information | | | Schedule I: | | | Computation of Net Capital Under Rule 15c3-1<br>Schedule II: | 15 | | Computation for Determination of Reserve Requirements Under Rule 15c3-3<br>Schedule III: | 16 | | Information for Possession or Control Requirements Under Rule 15c3-3 | 17 | | Report of Independent Registered Public A…Read the full text as markdown