M
Meridian Investing
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,350,000
Clients
10
0% high-net worth
Advisors
1
of 1 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
10
LowAverage account size
$235,000
About
Meridian Investing is a single‑advisor independent investment advisory firm that manages approximately $2.35 million for ten clients. Per its Form ADV, the firm provides fee‑based portfolio management and related investment advisory services under a percentage‑of‑assets billing arrangement.
The firm delivers individualized portfolio management on an account‑by‑account basis, with services and reporting described in its Form ADV disclosure materials. Meridian operates as a small, advisor‑managed practice, aligning implementation and oversight to the scale of its client relationships rather than institutionalized, multi‑team processes.
What is distinctive about Meridian is that, despite its small size and solo structure, it includes institutional portfolio management among its client services — a practice that is uncommon for independent firms of this type. The firm also does not accept typical non‑high‑net‑worth retail individual clients, indicating its individual relationships are limited to wealthier or specialized client types rather than standard retail accounts.
Client services
Financial planning
Portfolio management
Fee options
Main office location
Meridian Investing
Highland UT, United States
Number of offices
0
Most active in
Meridian Investing has reported serving >5 clients in these states in the last 12 months.
Utah
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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