Meridian Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,223,000
Clients
65
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$680,354
About
Meridian Financial Group provides investment management and related financial-planning services to individuals, families, trusts, estates, small businesses, and sponsors of defined-contribution plans. Services described in the brochure include investment management, retirement and estate planning support, cash flow and tax considerations, and ongoing portfolio reviews and implementation of accepted recommendations.
The firm describes a conservative, institutionally influenced approach that emphasizes strategic asset allocation and global diversification to manage risk. It typically constructs customized portfolios using a mix of passive index and ETF exposures, actively managed funds, sub-advisors, individual stocks and bonds, and, where appropriate, variable annuities or third-party managers.
Distinctive features disclosed in the brochure include a long operating history and a small, principal-led compliance structure; as of June 30, 2023 the firm reported managing approximately $35,000,000 for about 68 clients. The firm’s principals also act as registered representatives of a broker-dealer and may, at a client’s election, implement recommendations on a commission basis (including maintaining legacy A‑class mutual fund shares and receiving possible 12b‑1 trailing compensation), a practice the brochure identifies as a potential conflict that is disclosed to clients.
Client services
Portfolio management
Pension consulting
Expertise
Family Business
Fee options
$0 - $1,000,000: up to 1.50% annually $1,000,000+: up to 1.00% annually
Commission charges via affiliated broker-dealer Westminster Financial Securities, Inc. for certain investment product sales; ongoing 12b-1 trailing commissions may apply.
Fee-only: Annual advisory fee based on assets under advisement; fees are negotiable.
Main office location
Meridian Financial Group
Arnold MD, United States
Number of offices
1
Most active in
Meridian Financial Group has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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