{
  "crd_number": 281969,
  "slug": "meridian-financial-partners-llc-warrenton-va-281969",
  "primary_business_name": "MERIDIAN FINANCIAL PARTNERS LLC",
  "legal_name": "MERIDIAN FINANCIAL PARTNERS LLC",
  "dbas": [],
  "city": "Warrenton",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-04",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 627591835.0,
  "raum_discretionary": 625323696.0,
  "raum_non_discretionary": 2268139.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 23235021.0,
      "count": 9
    },
    "individuals": {
      "raum": 44798475.0,
      "count": 238
    },
    "pension_profit_sharing": {
      "raum": 75945.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 553211252.0,
      "count": 320
    },
    "corporations_other_businesses": {
      "raum": 6271142.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NY",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/MERIDIANFINANCIALPARTNERS",
    "https://instagram.com/meridian_financial_partners",
    "https://linkedin.com/company/10201377",
    "https://meridianfinancialpartners.com",
    "https://twitter.com/MERIDIANFP",
    "https://youtube.com/channel/UC8eF0WxEHy-xP69WqOP-mqw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281969",
  "city_as_filed": "WARRENTON",
  "url": "https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969",
  "display_name": "Meridian Financial Partners LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Meridian Financial Partners LLC (CRD 281969): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Meridian Financial Partners LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Meridian Financial Partners LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Meridian Financial Partners LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Meridian Financial Partners LLC registered with the SEC or a state?",
      "a": "Meridian Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281969."
    },
    {
      "q": "How much does Meridian Financial Partners LLC manage?",
      "a": "Meridian Financial Partners LLC reports $627,591,835 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Meridian Financial Partners LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Meridian Financial Partners LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Meridian Financial Partners LLC use?",
      "a": "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."
    },
    {
      "q": "Does Meridian Financial Partners LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Meridian Financial Partners LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 284174801.0,
      "total_employees": 5,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 358914757.0,
      "total_employees": 7,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 343642741.0,
      "total_employees": 7,
      "filing_date": "2023-02-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 400821220.0,
      "total_employees": 6,
      "filing_date": "2024-06-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 510822690.0,
      "total_employees": 6,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 627591835.0,
      "total_employees": 7,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6.",
        "Regulatory assets under management went from $510,822,690 to $627,591,835 (+23%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO, MA, NY, WV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.7%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$3,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Assets under Management Advisory Fee Schedule\nOn the first $2,000,000 1.00%\nNext $2,000,001 – $5,000,000 0.85%\nNext $5,000,001 – $10,000,000 0.70%\nAt $10,000,001 and above 0.50%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $3,000"
        ],
        "quotes": [
          "*$3,000 minimum annual fee per household"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000001.0,
          "max": 5000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.7
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 3000.0,
      "planning": []
    },
    "quotes": [
      "Assets under Management Advisory Fee Schedule\nOn the first $2,000,000 1.00%\nNext $2,000,001 – $5,000,000 0.85%\nNext $5,000,001 – $10,000,000 0.70%\nAt $10,000,001 and above 0.50%",
      "*$3,000 minimum annual fee per household"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab Advisory Services",
      "name_as_filed": "CHARLES SCHWAB ADVISORY SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 238,
      "fewer_than_5": false,
      "raum": 44798475.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 320,
      "fewer_than_5": false,
      "raum": 553211252.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 75945.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 23235021.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 6271142.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281969",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}