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| Meridian Investment Counsel Inc
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|---|---|
| CRD # | 131655 |
| SEC # | 801-63191 |
| CIK # | 0001427351 |
| AUM | 723.4 M (2026-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 510-493-7650 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 28.6 | ||
| Apple Inc | 18.0 | ||
| iShares Comex Gold Trust | 10.8 | ||
| Microsoft Corp | 10.3 | ||
| Chevron Corp | 9.0 | ||
| Palantir Technologies Inc | 6.7 | ||
| Wal Mart Stores Inc | 6.6 | ||
| Norfolk Southern Corp | 5.9 | ||
| AbbVie Inc | 5.7 | ||
| Johnson & Johnson | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 681.1 |
| (b) Individuals (high net worth individuals) | 118 | 34.6 |
| (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 | 4.1 |
| (h) Charitable organizations | 0 | 3.5 |
| (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 | 619 | 723.4 |
| By Discretionary | ||
| Discretionary | 619 | 723.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 723.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 722.2 | |
| Total | 619 | 723.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001427351] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| LEI | 254900DLIFR532VSOM21 |
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