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| Meridian Financial LLC
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|---|---|
| CRD # | 119679 |
| SEC # | 801-117452 |
| CIK # | 0001750735, 0001614940, 0001886872, 0000806097, 0002009685, 0002032629 |
| AUM | $283.9 M (2026-05-05) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 508-429-2600 |
| Address | 13 Water Street Holliston, MA 01746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 10.0 | ||
| Deere & Co | 7.3 | ||
| Keysight Technologies Inc | 6.6 | ||
| FleetCor Technologies Inc | 6.4 | ||
| Amazon Com Inc | 6.4 | ||
| Alphabet Inc | 6.0 | ||
| Generac Holdings Inc | 5.6 | ||
| Facebook Inc | 5.5 | ||
| Thermo Fisher Scientific Inc | 5.2 | ||
| Quanta Services Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 44.2 |
| (b) Individuals (high net worth individuals) | 88 | 239.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 283.9 |
| By Discretionary | ||
| Discretionary | 659 | 283.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 283.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.9 | |
| Total | 659 | 283.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000806097] | |
| 3 | [0001614940] | |
| 4 | [0001614940] | |
| D | [0001614940] | |
| SC 13D | [0001614940] | |
| 10-K | [0001750735] | |
| 10-Q | [0001750735] | |
| 3 | [0001750735] | |
| 4 | [0001750735] | |
| 8-K | [0001750735] | |
| D | [0001750735] | |
| SC 13G | [0001750735] | |
| D | [0001886872] | |
| 3 | [0002009685] | |
| 4 | [0002009685] | |
| 13F-HR | [0002032629] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |
|
Pandora Wealth Inc
✚
|
IL | 0.3 |
|
Physician Family Financial Advisors Inc
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|
OR | 0.3 |
|
Kane Company Wealth Management Inc
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|
IA | 0.3 |
|
Martin D Parlato & Associates Inc
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|
FL | 0.3 |
|
Peninsula Asset Management Inc
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|
FL | 0.3 |
|
Verisail Partners LLC
✚
|
GA | 0.3 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.3 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.3 |
|
Oaktree Advisors LLC
✚
|
PA | 0.3 |