# Meridian Investment Advisors

> Meridian Investment Advisors is an SEC-registered investment advisory firm in Little Rock, AR, registered since 1977, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 110216
- Filed as: MERIDIAN INVESTMENT ADVISORS
- Legal name: Meridian Management Co
- Also doing business as: MERIDIAN INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110216
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-investment-advisors-little-rock-ar-110216

## Quick answers

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

**Where is Meridian Investment Advisors located?**
Meridian Investment Advisors' principal office is in Little Rock, AR, according to its Form ADV.

**Is Meridian Investment Advisors registered with the SEC or a state?**
Meridian Investment Advisors is an SEC-registered investment advisory firm, registered since 1977. Status as filed: Approved. CRD 110216.

**How much does Meridian Investment Advisors manage?**
Meridian Investment Advisors reports $861,601,499 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Meridian Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Meridian Investment Advisors: Regulatory assets under management: $725,511,928 in the October 2021 data and $861,601,499 in the October 2026 data, up 19%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meridian Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (103); individuals (other than high net worth individuals) (88); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does Meridian Investment Advisors use?**
Meridian Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Meridian Investment Advisors 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/110216

**What changed in Meridian Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $766,523,683 to $861,601,499 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC
- Northern Trust Securities, Inc.

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: $861,601,499
- Discretionary: $861,601,499
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $46,867,079 |
| High net worth individuals | 103 | $332,675,328 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $340,754,709 |
| Charitable organizations | 7 | $12,003,427 |
| State or municipal government entities (including government pension plans) | 2 | $111,439,573 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $17,861,383 |
| Other | 0 | $0 |

### 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: 1977 (48 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [meridiania.com](https://meridiania.com)
- X @MeridianIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $725,511,928 | 7 | March 30, 2021 |
| October 2022 | $810,474,197 | 7 | July 25, 2022 |
| October 2023 | $741,635,478 | 5 | June 7, 2023 |
| October 2024 | $772,075,985 | 7 | July 19, 2024 |
| October 2025 | $766,523,683 | 6 | February 24, 2025 |
| October 2026 | $861,601,499 | 6 | March 9, 2026 |

Regulatory assets under management: $725,511,928 in the October 2021 data and $861,601,499 in the October 2026 data, up 19%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $766,523,683 to $861,601,499 (+12%).

### December 2025
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Investment Advisors (CRD 110216): Form ADV filing data as of October 2026.