# Meridian Investment Counsel, Inc.

> Meridian Investment Counsel, Inc. is an SEC-registered investment advisory firm in Lafayette, CA, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 131655
- Filed as: MERIDIAN INVESTMENT COUNSEL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lafayette, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131655
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655

## Quick answers

**How is Meridian Investment Counsel, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Investment Counsel, 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 Investment Counsel, Inc. located?**
Meridian Investment Counsel, Inc.'s principal office is in Lafayette, CA, according to its Form ADV.

**Is Meridian Investment Counsel, Inc. registered with the SEC or a state?**
Meridian Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131655.

**How much does Meridian Investment Counsel, Inc. manage?**
Meridian Investment Counsel, Inc. reports $723,422,254 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Meridian Investment Counsel, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Meridian Investment Counsel, Inc.: Regulatory assets under management: $405,316,939 in the October 2021 data and $723,422,254 in the October 2026 data, up 78%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meridian Investment Counsel, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (118); individuals (other than high net worth individuals) (69).

**Which custodians does Meridian Investment Counsel, Inc. use?**
Meridian Investment Counsel, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Meridian Investment Counsel, Inc. 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/131655

**What changed in Meridian Investment Counsel, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $539,352,960 to $723,422,254 (+34%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $723,422,254
- Discretionary: $723,422,254
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $681,149,578 |
| High net worth individuals | 118 | $34,627,652 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,122,362 |
| Charitable organizations | Fewer than 5 | $3,522,662 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, HI, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $405,316,939 | 7 | March 31, 2021 |
| October 2022 | $486,333,213 | 7 | March 30, 2022 |
| October 2023 | $425,129,552 | 7 | March 31, 2023 |
| October 2024 | $486,771,322 | 6 | March 27, 2024 |
| October 2025 | $539,352,960 | 8 | March 28, 2025 |
| October 2026 | $723,422,254 | 8 | March 27, 2026 |

Regulatory assets under management: $405,316,939 in the October 2021 data and $723,422,254 in the October 2026 data, up 78%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $539,352,960 to $723,422,254 (+34%).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Investment Counsel, Inc. (CRD 131655): Form ADV filing data as of October 2026.