|
⚲
|
| Keyboard |
| Meridian Management Co
✚
|
|
|---|---|
| CRD # | 110216 |
| SEC # | 801-13452 |
| CIK # | 0001750735, 0001614940, 0001886872, 0002009685, 0002032629, 0000806097 |
| AUM | 861.6 M (2026-03-09) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 501-663-7055 |
| Address | 11300 Cantrell Road Little Rock, AR 72212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| 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) | 88 | 46.9 |
| (b) Individuals (high net worth individuals) | 103 | 332.7 |
| (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 | 28 | 340.8 |
| (h) Charitable organizations | 7 | 12.0 |
| (i) State or municipal government entities | 2 | 111.4 |
| (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 | 5 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 861.6 |
| By Discretionary | ||
| Discretionary | 458 | 861.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 861.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 861.6 | |
| Total | 458 | 861.6 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $12.22 | 2,444 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $13.00 | 2,600 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $6.74 | 1,348 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $15.50 | 3,100 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $13.88 | 2,776 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $12.22 | 2,444 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $13.88 | 2,776 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $13.00 | 2,600 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 400 | $9.00 | 3,600 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $10.44 | 2,088 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $15.50 | 3,100 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 200 | $10.44 | 2,088 |
|
Meridian Corp MRBK
COMMON STOCK
|
2026-03-06 | Option exercise | 400 | $9.00 | 3,600 |
|
Meridian Corp MRBK
Stock Options · derivative
|
2026-03-06 | Option exercise | 200 | $6.74 | 1,348 |
|
5E Advanced Materials Inc FEAM
Warrants · derivative
|
2025-12-04 | Option exercise | 2,816,346 | ||
|
5E Advanced Materials Inc FEAM
Common Stock
|
2025-12-04 | Tax withheld | 2,282,698 | $3.94 | 8,993,830 |
|
5E Advanced Materials Inc FEAM
Common Stock
|
2025-12-04 | Option exercise | 2,816,346 | $3.55 | 9,998,028 |
|
Meridian Corp MRBK
EMPLOYEE STOCK OPTION · derivative
|
2025-11-17 | Grant | 40,000 | $0.00 | |
|
Meridian Corp MRBK
EMPLOYEE STOCK OPTION · derivative
|
2025-11-17 | Grant | 3,500 | $0.00 | |
|
Meridian Corp MRBK
EMPLOYEE STOCK OPTION · derivative
|
2025-11-17 | Grant | 20,000 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Carson Advisory Inc
✚
|
GA | 864.9 M |
|
Moody Aldrich Partners LLC
✚
|
MA | 864.3 M |
|
Lloyd Capital LLC
✚
|
863.3 M | |
|
GSG Advisors LLC
✚
|
NJ | 862.3 M |
|
Front Street Capital Management Inc
✚
|
MT | 862.0 M |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 861.7 M |
|
Keystone Wealth Services LLC
✚
|
CA | 860.7 M |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 859.8 M |
|
Wealthcare Investment Partners LLC
✚
|
RI | 859.6 M |
|
Cambient Family Office LLC
✚
|
MI | 857.9 M |