{ "crd_number": 282609, "slug": "meridian-wealth-advisors-llc-austin-tx-282609", "primary_business_name": "MERIDIAN WEALTH ADVISORS, LLC", "legal_name": "MERIDIAN WEALTH ADVISORS, LLC", "dbas": [], "city": "Austin", "state": "TX", "country": "United States", "cbsa_code": "12420", "metro": { "cbsa_code": "12420", "common_name": "Austin", "msa_name": "Austin-Round Rock-San Marcos, TX", "path": "/advisors/tx/austin" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-03-04", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-04-30", "carried_forward": false, "raum_total": 1737910247.0, "raum_discretionary": 1724238215.0, "raum_non_discretionary": 13672032.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 12, "advisory_employees": 9, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 60142219.0, "count": 8 }, "individuals": { "raum": 30759722.0, "count": 91 }, "high_net_worth_individuals": { "raum": 1638337918.0, "count": 237 }, "corporations_other_businesses": { "raum": 8670388.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "FL", "LA", "MT", "NM", "TX" ], "websites": [ "https://linkedin.com/COMPANY/MERIDIAN-WEALTH-ADVISORS-LLC", "https://meridianadvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282609", "city_as_filed": "AUSTIN", "url": "https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609", "display_name": "Meridian Wealth Advisors, LLC", "summary": "Meridian Wealth Advisors, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.", "citation": "AdvisorCensus. Meridian Wealth Advisors, LLC (CRD 282609): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Meridian Wealth Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Meridian Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Meridian Wealth Advisors, LLC located?", "a": "Meridian Wealth Advisors, LLC's principal office is in Austin, TX, according to its Form ADV." }, { "q": "Is Meridian Wealth Advisors, LLC registered with the SEC or a state?", "a": "Meridian Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282609." }, { "q": "How much does Meridian Wealth Advisors, LLC manage?", "a": "Meridian Wealth Advisors, LLC reports $1,737,910,247 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (99% discretionary)." }, { "q": "How have Meridian Wealth Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Meridian Wealth Advisors, LLC: Regulatory assets under management: $873,542,766 in the October 2021 data and $1,737,910,247 in the October 2026 data, up 99%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Meridian Wealth Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (237); individuals (other than high net worth individuals) (91); charitable organizations (8)." }, { "q": "Which custodians does Meridian Wealth Advisors, LLC use?", "a": "Meridian Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Meridian Wealth Advisors, 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/282609" }, { "q": "What changed in Meridian Wealth Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,450,816,126 to $1,737,910,247 (+20%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 873542766.0, "total_employees": 9, "filing_date": "2021-03-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1017777680.0, "total_employees": 9, "filing_date": "2022-06-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1061409432.0, "total_employees": 11, "filing_date": "2023-09-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1223913676.0, "total_employees": 11, "filing_date": "2024-08-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1450816126.0, "total_employees": 13, "filing_date": "2025-03-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1737910247.0, "total_employees": 12, "filing_date": "2026-04-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,450,816,126 to $1,737,910,247 (+20%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false }, { "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.", "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-wealth-advisors-llc-austin-tx-282609.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 91, "fewer_than_5": false, "raum": 30759722.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 237, "fewer_than_5": false, "raum": 1638337918.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 8, "fewer_than_5": false, "raum": 60142219.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 8670388.0 } ], "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/282609", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }