MERIDIAN FINANCIAL GROUP

MERIDIAN FINANCIAL GROUP is an SEC-registered investment adviser (CRD 116436). Regulatory assets under management: $44.2M.

Registration

• CRD: 116436
• Type: Registered investment adviser
• Phone: 410-757-0103
• Latest filing: 2025-08-27
• Regulatory AUM: $44.2M
• Discretionary AUM: $44.2M
• Clients: 2
• Accounts: 65

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116436 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search