MERIDIAN FINANCIAL PARTNERS LLC
Adviser information for MERIDIAN FINANCIAL PARTNERS LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,222 | $400.5M |
| Non-Discretionary | 5 | $348,627 |
| Total | 1,227 | $400.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 248 | $40.0M |
| HNW Individuals | 238 | $341.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $287,135 |
| Charitable organizations | 11 | $18.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $540,534 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
39 SOUTH 4TH STREETWARRENTON
VA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (540)-878-5416, Fax: None
Websites
www.facebook.com/meridianfinancialpartners
www.meridianfinancialpartners.com
www.linkedin.com/company/10201377
twitter.com/meridianfp
www.youtube.com/channel/uc8ef0wxehy-xp69wqop-mqw
instagram.com/meridian_financial_partners?igshid=1a5yzyc2hm9kv
www.facebook.com/heymarket-112969713893405
www.facebook.com/loose-change-112388117286351
www.facebook.com/growwithmeridian/
growwithmeridian.com/
loose-change.net/
hey-market.com
Chief Compliance Officer
SARAH YAKEL
MANAGING PARTNER, CCO
39 SOUTH 4TH STREET
WARRENTON
VA
United States
Tel:
(540)-878-5416
S****@****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YAKEL, SARAH, JEAN | Individual | – | MANAGING PARTNER, CO-FOUNDER, CCO | 09/2015 | 50-75% |
| GILBERT, NATHANIEL, SCOTT | Individual | – | MANAGING PARTNER, CO-FOUNDER | 09/2015 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 301 | 2K | – |
| ALPHABET INC | CAP STK CL A | 3K | 15K | – |
| ALPHABET INC | CAP STK CL C | 2K | 9K | – |
| ASPEN TECHNOLOGY INC | COM | 340 | 2K | – |
| CAMBRIA ETF TR | CAMBRIA FGN SHR | 382 | 14K | – |
| CAPITAL ONE FINL CORP | COM | 816 | 5K | – |
| CATERPILLAR INC | COM | 359 | 1K | – |
| CHEVRON CORP NEW | COM | 2K | 13K | – |
| CISCO SYS INC | COM | 232 | 5K | – |
| COCA COLA CO | COM | 1K | 18K | – |
| COMCAST CORP NEW | CL A | 1K | 31K | – |
| CONOCOPHILLIPS | COM | 207 | 2K | – |
| COSTCO WHSL CORP NEW | COM | 336 | 400 | – |
| CROWDSTRIKE HLDGS INC | CL A | 2K | 6K | – |
| CVS HEALTH CORP | COM | 930 | 16K | – |
| DANAHER CORPORATION | COM | 224 | 917 | – |
| DOMINION ENERGY INC | COM | 713 | 14K | – |
| DUKE ENERGY CORP NEW | COM NEW | 1K | 14K | – |
| EATON CORP PLC | SHS | 247 | 800 | – |
| EXXON MOBIL CORP | COM | 4K | 30K | – |
| FORD MTR CO DEL | COM | 1K | 85K | – |
| GENERAC HLDGS INC | COM | 2K | 10K | – |
| HOME DEPOT INC | COM | 642 | 2K | – |
| HOST HOTELS & RESORTS INC | COM | 1K | 76K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 341 | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | 211 | 6K | – |
| ISHARES TR | RUS TP200 GR ETF | 5K | 26K | – |
| ISHARES TR | CORE DIV GRWTH | 19K | 313K | – |
| ISHARES TR | RUSSELL 3000 ETF | 2K | 7K | – |
| ISHARES TR | MSCI USA QLT FCT | 1K | 6K | – |
| ISHARES TR | 20 YR TR BD ETF | 5K | 51K | – |
| ISHARES TR | CORE S&P500 ETF | 6K | 11K | – |
| ISHARES TR | CORE S&P MCP ETF | 396 | 7K | – |
| ISHARES TR | RUS MID CAP ETF | 2K | 23K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2K | 39K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 14K | 275K | – |
| JOHN MARSHALL BANCORP INC | COM | 1K | 65K | – |
| JOHNSON & JOHNSON | COM | 2K | 10K | – |
| JPMORGAN CHASE & CO. | COM | 2K | 10K | – |
| KENVUE INC | COM | 640 | 35K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 1K | 6K | – |
| LABCORP HOLDINGS INC | COM SHS | 1K | 5K | – |
| LOCKHEED MARTIN CORP | COM | 214 | 450 | – |
| LOWES COS INC | COM | 245 | 1K | – |
| MERCK & CO INC | COM | 696 | 6K | – |
| MICROSOFT CORP | COM | 6K | 13K | – |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 988 | 37K | – |
| MONDELEZ INTL INC | CL A | 228 | 3K | – |
| NEXTERA ENERGY INC | COM | 2K | 23K | – |
| NIKE INC | CL B | 598 | 8K | – |
| NVIDIA CORPORATION | COM | 3K | 22K | – |
| ON SEMICONDUCTOR CORP | COM | 838 | 11K | – |
| ONEOK INC NEW | COM | 376 | 5K | – |
| PEPSICO INC | COM | 263 | 2K | – |
| PFIZER INC | COM | 975 | 33K | – |
| PROCTER AND GAMBLE CO | COM | 2K | 12K | – |
| ROPER TECHNOLOGIES INC | COM | 1K | 2K | – |
| SALESFORCE INC | COM | 1K | 4K | – |
| SERVICENOW INC | COM | 916 | 1K | – |
| SIRIUS XM HOLDINGS INC | COM | 84 | 24K | – |
| SPDR SER TR | PORTFOLIO SH TSR | 1K | 35K | – |
| TESLA INC | COM | 821 | 3K | – |
| T-MOBILE US INC | COM | 1K | 6K | – |
| TRANE TECHNOLOGIES PLC | SHS | 201 | 609 | – |
| TRUIST FINL CORP | COM | 275 | 6K | – |
| UNION PAC CORP | COM | 1K | 5K | – |
| UNITEDHEALTH GROUP INC | COM | 2K | 3K | – |
| US BANCORP DEL | COM NEW | 1K | 26K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 3K | 36K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 30K | 59K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 355 | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 754 | 3K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 410 | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 1K | 33K | – |
| VIRGINIA NATL BANKSHARES COR | COM | 4K | 119K | – |
| VISA INC | COM CL A | 2K | 8K | – |
| WALMART INC | COM | 346 | 5K | – |
| WASTE MGMT INC DEL | COM | 223 | 1K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 3K | 40K | – |
| WISDOMTREE TR | US LARGECAP DIVD | 3K | 38K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 318 | 6K | – |
| WISDOMTREE TR | INTL LRGCAP DV | 420 | 8K | – |