# 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.

- CRD: 281969
- Filed as: MERIDIAN FINANCIAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Warrenton, VA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281969
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-financial-partners-llc-warrenton-va-281969

## Quick answers

**How 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).

**How much does Meridian Financial Partners LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- 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

> 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

> *$3,000 minimum annual fee per household

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab Advisory Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $627,591,835
- Discretionary: $625,323,696
- Non-discretionary: $2,268,139

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 238 | $44,798,475 |
| High net worth individuals | 320 | $553,211,252 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $75,945 |
| Charitable organizations | 9 | $23,235,021 |
| Corporations or other businesses not listed above | 15 | $6,271,142 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, MA, MD, NC, NH, NY, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Washington, VA

### Websites listed on Form ADV (Item 1.I)
- [meridianfinancialpartners.com](https://meridianfinancialpartners.com)
- Facebook @MERIDIANFINANCIALPARTNERS
- Instagram @meridian_financial_partners
- LinkedIn @10201377
- X @MERIDIANFP
- YouTube @UC8eF0WxEHy-xP69WqOP-mqw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $284,174,801 | 5 | May 19, 2021 |
| October 2022 | $358,914,757 | 7 | September 12, 2022 |
| October 2023 | $343,642,741 | 7 | February 7, 2023 |
| October 2024 | $400,821,220 | 6 | June 11, 2024 |
| October 2025 | $510,822,690 | 6 | March 13, 2025 |
| October 2026 | $627,591,835 | 7 | March 18, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Financial Partners LLC (CRD 281969): Form ADV filing data as of October 2026.