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| Meridian Financial Partners LLC
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|---|---|
| CRD # | 281969 |
| SEC # | 801-107287 |
| CIK # | 0001763722 |
| AUM | 627.6 M (2026-03-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 540-878-5416 |
| Address | 39 South 4th Street Warrenton, VA 20186 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Virginia National Bankshares Corp | 5.3 | ||
| Microsoft Corp | 5.3 | ||
| Alphabet Inc | 4.7 | ||
| Nvidia Corp | 4.4 | ||
| Amazon Com Inc | 4.2 | ||
| Visa Inc | 3.1 | ||
| Alphabet Inc | 2.9 | ||
| Chevron Corp | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 44.8 |
| (b) Individuals (high net worth individuals) | 320 | 553.2 |
| (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 | 1 | 0.1 |
| (h) Charitable organizations | 9 | 23.2 |
| (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 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,522 | 627.6 |
| By Discretionary | ||
| Discretionary | 1,515 | 625.3 |
| Non-Discretionary | 7 | 2.3 |
| Total | 1,522 | 627.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 627.5 | |
| Total | 1,522 | 627.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763722] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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