# MELD FINANCIAL, INC.

MELD FINANCIAL, INC. of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 118896
- Type: SEC-registered investment adviser
- SEC file number: 801-62981
- Location: 3008 PUMP HOUSE RD., BIRMINGHAM, AL, 35243
- Phone: 205-967-4200
- Latest filing: 2026-03-24
- Regulatory AUM: $776.4M
- Discretionary AUM: $776.4M
- Clients: 15
- Accounts: 1,942

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Kyle B Whittington | CCO, PRESIDENT, OWNER; MANAGING PARTNER/PRESIDENT | — |
| James Bryan Cornehlsen | PARTNER | — |
| Blake W May | PARTNER | — |
| CORNEHLSEN JAMES BRYAN | PARTNER | — |
| MCGARVEY MARK ALAN | CHAIRMAN; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+3 more) | — |
| BURRIS PATRICIA LYNN | CHIEF OPERATIONS OFFICER; VICE PRESIDENT AND GENERAL MANAGER; VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | — |
| WHITTINGTON KYLE B | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES; CCO, PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES; CCO, PRESIDENT, OWNER (+2 more) | — |
| CONNOR WILLIAM DRAKE | VICE PRESIDENT, PLANNING | — |
| MAY BLAKE W | PARTNER | — |
| Holly Marie Criss | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118896/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118896/similar
- Related entities: https://search.stillhousedata.com/firm/118896/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118896

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.