AdvisorCensus / Financial advisors / District of Columbia / Washington / Meridian Financial Partners LLC
Meridian Financial Partners LLC is an SEC-registered investment advisory firm in Warrenton, VA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Meridian Financial Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Meridian Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Meridian Financial Partners LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.85% a year; $5,000,001 to $10,000,000: 0.7% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Meridian Financial Partners LLC located?
Meridian Financial Partners LLC's principal office is in Warrenton, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Meridian Financial Partners LLC registered with the SEC or a state?
Meridian Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281969.
How much does Meridian Financial Partners LLC manage?
Meridian Financial Partners LLC reports $627,591,835 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).
How have Meridian Financial Partners LLC's assets and staff changed since 2021?
In the Form ADV data for Meridian Financial Partners LLC: Regulatory assets under management: $284,174,801 in the October 2021 data and $627,591,835 in the October 2026 data, up 121%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meridian Financial Partners LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (320); individuals (other than high net worth individuals) (238); corporations or other businesses not listed above (15).
Which custodians does Meridian Financial Partners LLC use?
Meridian Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab Advisory Services as a custodian holding 10% or more of its separately managed account assets.
Does Meridian Financial Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281969
What changed in Meridian Financial Partners LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $510,822,690 to $627,591,835 (+23%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.85% |
| $5,000,001 to $10,000,000 | 0.7% |
| Above $10,000,001 | 0.5% |
The brochure's wording
Assets under Management Advisory Fee Schedule On the first $2,000,000 1.00% Next $2,000,001 – $5,000,000 0.85% Next $5,000,001 – $10,000,000 0.70% At $10,000,001 and above 0.50%
Minimum annual fee: $3,000
The brochure's wording
*$3,000 minimum annual fee per household
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$627,591,835 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $627,591,835 | 7 | March 18, 2026 |
| October 2025 | $510,822,690 | 6 | March 13, 2025 |
| October 2024 | $400,821,220 | 6 | June 11, 2024 |
| October 2023 | $343,642,741 | 7 | February 7, 2023 |
| October 2022 | $358,914,757 | 7 | September 12, 2022 |
| October 2021 | $284,174,801 | 5 | May 19, 2021 |
Regulatory assets under management: $284,174,801 in the October 2021 data and $627,591,835 in the October 2026 data, up 121%.
Total employees: 5 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $510,822,690 to $627,591,835 (+23%).
- December 2025
- Registered or notice-filed in CO, MA, NY, WV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meridian Financial Partners LLC (CRD 281969): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969