# COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC. of SIMSBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 164
- Type: SEC-registered investment adviser
- SEC file number: 801-69509
- Location: 1 OLD MILL LANE, SIMSBURY, CT, 06070
- Phone: 860.522.7171
- Latest filing: 2021-03-29
- Regulatory AUM: $404.7M
- Discretionary AUM: $404.7M
- Clients: 24
- Accounts: 1,231

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| COBURN J SCOTT | CHAIRMAN & SECRETARY; PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER; SECRETARY | — |
| COBURN BARRY MOHUN | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER; PRESIDENT, &TREASURER; PRESIDENT,TREASURER & CHAIRMAN (+3 more) | — |
| DERWAY ELIZABETH COBURN | ASST. TREASURER, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, FINOP; CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | — |
| BODNER MARTIN STEPHEN | EXECUTIVE VICE PRESIDENT | — |
| MEREDITH MARK WILLIAM | COMMON SHAREHOLDER; SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| FERRIS AMY C | DIRECTOR | — |
| COBURN JANE MURPHY | DIRECTOR | — |
| FLAHERTY JAMES FRANCIS | ROP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164/similar
- Related entities: https://search.stillhousedata.com/firm/164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164

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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.