MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
Adviser information for MERIDIAN CAPITAL MANAGEMENT GROUP, INC. last updated from Form ADV on February 5th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 446 | $164.7M |
| Non-Discretionary | 11 | $1.7M |
| Total | 457 | $166.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 418 | $79.5M |
| HNW Individuals | 37 | $85.3M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | $1.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117577 |
|---|---|
| SEC ERA File Number | 801-117577 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 136583 |
| Legal Entity Identifier | None |
Principal Office
3500 MASSILLON ROADSUITE 250
UNIONTOWN
OH
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 330-899-0135, Fax: 330-899-0210
Websites
Chief Compliance Officer
JOSEPH F. STRANCAR
PRESIDENT
3500 MASSILLON ROAD
SUITE 250
UNIONTOWN
OH
United States
Tel:
330-899-0135
Fax:
330-899-0210
J**@**************M
(Full email address available in API data)
Regulatory Contact
PETER D. LAAKSO
VICE PRESIDENT
3500 MASSILLON ROAD
SUITE 250
UNIONTOWN
OH
United States
Tel:
330-899-0135
Fax:
330-899-0210
P****@**************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 |
|---|---|---|---|---|---|
| STRANCAR, JOSEPH, FRANCIS | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 09/2005 | > 75% |
| LAAKSO, PETER | Individual | – | VICE PRESIDENT - INVESTMENTS | 08/2014 | < 5% |