# Meridian Asset Management

> Meridian Asset Management is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 309728
- Filed as: MERIDIAN ASSET MANAGEMENT
- Legal name: Richard B. Price D/B/A Meridian Asset Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309728
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-asset-management-309728

## Quick answers

**How is Meridian Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Meridian Asset Management registered with the SEC or a state?**
Meridian Asset Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309728.

**How much does Meridian Asset Management manage?**
Meridian Asset Management reports $33,631,589 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (24% discretionary).

**What types of clients does Meridian Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Meridian Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309728

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,631,589
- Discretionary: $7,940,989
- Non-discretionary: $25,690,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $7,411,361 |
| High net worth individuals | Fewer than 5 | $1,405,686 |
| Corporations or other businesses not listed above | Fewer than 5 | $24,814,542 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Asset Management (CRD 309728): Form ADV filing data as of October 2026.