# MERIDIAN FINANCIAL GROUP, INC.

MERIDIAN FINANCIAL GROUP, INC. of MILWAUKIE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155067
- Type: SEC-registered investment adviser
- Location: 4120 SE INTERNATIONAL WAY, MILWAUKIE, OR, 97222
- Phone: 503-235-8174
- Latest filing: 2026-03-18
- Regulatory AUM: $63.3M
- Discretionary AUM: $62.1M
- Non-discretionary AUM: $1.2M
- Clients: 2
- Accounts: 181

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155067/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155067/similar
- Related entities: https://search.stillhousedata.com/firm/155067/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155067

---

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.