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| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Financial Partners LLC
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| CRD # | 281969 |
| SEC # | 801-107287 |
| CIK # | 0001763722 |
| AUM | $510.8 M (2025-03-13) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 540-878-5416 |
| Address | 39 South 4th Street Warrenton, VA 20186 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 2.1 | ||
| Procter & Gamble Co | 2.0 | ||
| Chevron Corp | 2.0 | ||
| Oracle Corp | 1.7 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| FPL Group Inc | 1.7 | ||
| Johnson & Johnson | 1.6 | ||
| Duke Energy Corp | 1.6 | ||
| Capital One Financial Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 45.1 |
| (b) Individuals (high net worth individuals) | 271 | 440.3 |
| (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 | 3 | 0.3 |
| (h) Charitable organizations | 10 | 20.4 |
| (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 | 15 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,398 | 510.8 |
| By Discretionary | ||
| Discretionary | 1,382 | 508.8 |
| Non-Discretionary | 16 | 2.0 |
| Total | 1,398 | 510.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 510.8 | |
| Total | 1,398 | 510.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763722] |
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