MERIDIAN INVESTMENT MANAGEMENT, INC.

MERIDIAN INVESTMENT MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 129233). Regulatory assets under management: $10.4M.

Registration

• CRD: 129233
• Type: Registered investment adviser
• Phone: 713-825-1850
• Latest filing: 2026-02-09
• Regulatory AUM: $10.4M
• Discretionary AUM: $9.9M
• Non-discretionary AUM: $501K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129233 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search