# Meridian Financial Group, Inc.

> Meridian Financial Group, Inc. is a state-registered investment advisory firm in Milwaukie, OR, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 155067
- Filed as: MERIDIAN FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Milwaukie, OR
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155067
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-financial-group-inc-milwaukie-or-155067

## Quick answers

**How is Meridian Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Meridian Financial Group, Inc. located?**
Meridian Financial Group, Inc.'s principal office is in Milwaukie, OR, according to its Form ADV.

**Is Meridian Financial Group, Inc. registered with the SEC or a state?**
Meridian Financial Group, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155067.

**How much does Meridian Financial Group, Inc. manage?**
Meridian Financial Group, Inc. reports $63,337,818 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (98% discretionary).

**What types of clients does Meridian Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (37).

**Does Meridian Financial Group, Inc. 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/155067

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $63,337,818
- Discretionary: $62,089,279
- Non-discretionary: $1,248,539

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $19,812,361 |
| High net worth individuals | 37 | $32,803,422 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,248,539 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,473,496 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mfg-nw.com](https://mfg-nw.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Financial Group, Inc. (CRD 155067): Form ADV filing data as of October 2026.