MERIDIAN INVESTMENT ADVISORS

MERIDIAN MANAGEMENT CO Legal Name

Adviser information for MERIDIAN INVESTMENT ADVISORS last updated from Form ADV on March 28th, 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 Arkansas, 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 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 672 $772.1M
Non-Discretionary 0 $0
Total 672 $772.1M

Clients

Type Number RAUM
Individuals 163 $67.0M
HNW Individuals 108 $306.7M
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 27 $274.4M
Charitable organizations 7 $10.5M
State or municipal gov entities <5 $98.7M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $14.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-13452
SEC ERA File Number 801-13452
SEC CIK Numbers 806097
SEC CRD Numbers 110216
Legal Entity Identifier None

Principal Office

11300 CANTRELL ROAD
SUITE 200
LITTLE ROCK
AR
United States
Monday - Friday, 8:00A.M.-4:30P.M.
Tel: 501-663-7055, Fax: 501-663-2405

Chief Compliance Officer

PAT D. MOON
PRESIDENT
11300 CANTRELL ST
ST 200
LITTLE ROCK
AR
United States
Tel: 501-663-7055
Fax: 501-663-2405
(Full email address available in API data)

Regulatory Contact

DIANA HINOJOSA
VP OF INFORMATION SVCS
11300 CANTRELL ROAD
SUITE 200
LITTLE ROCK
AR
United States
Tel: 501-663-7055
Fax: 501-663-2405
(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
MOON, PAT, DAVID Individual MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER 04/2000 > 75%

No. Employees, Historic

10502020202120222023202420257 on 3/31/20207 on 6/19/20207 on 3/30/20217 on 3/30/20227 on 7/25/20226 on 3/28/20236 on 5/23/20236 on 6/6/20235 on 6/7/20235 on 10/9/20235 on 11/6/20234 on 2/8/20244 on 3/15/20244 on 3/27/20244 on 3/28/2024

RAUM, Historic

900M450M0202020212022202320242025612545292 on 3/31/2020612545292 on 6/19/2020725511928 on 3/30/2021810474197 on 3/30/2022810474197 on 7/25/2022741635478 on 3/28/2023741635478 on 5/23/2023741635478 on 6/6/2023741635478 on 6/7/2023741635478 on 10/9/2023741635478 on 11/6/2023741635478 on 2/8/2024772075985 on 3/15/2024772075985 on 3/27/2024772075985 on 3/28/2024

No. Clients, Historic

4002000202020212022202320242025200 on 3/31/2020200 on 6/19/2020285 on 3/30/2021341 on 3/30/2022341 on 7/25/2022294 on 3/28/2023294 on 5/23/2023294 on 6/6/2023294 on 6/7/2023294 on 10/9/2023294 on 11/6/2023294 on 2/8/2024315 on 3/15/2024315 on 3/27/2024315 on 3/28/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 177K 1K 0
ABBVIE INC COM 38K 220 1360533
AFLAC INC COM 239K 3K 0
AFLAC INC COM 11K 120 1360533
ALIGN TECHNOLOGY INC COM 4M 15K 0
ALIGN TECHNOLOGY INC COM 966 4 1360533
ALPHABET INC CAP STK CL C 6M 30K 0
ALPHABET INC CAP STK CL C 50K 270 1360533
AMAZON COM INC COM 5M 25K 0
AMAZON COM INC COM 208K 1K 1360533
APPLE INC COM 7M 32K 0
APPLE INC COM 386K 2K 1360533
BANK OZK LITTLE ROCK ARK COM 265K 6K 0
BANK OZK LITTLE ROCK ARK COM 861 21 1360533
BERKSHIRE HATHAWAY INC DEL CL B NEW 138K 340 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 111K 273 1360533
BRISTOL-MYERS SQUIBB CO COM 1M 28K 0
BRISTOL-MYERS SQUIBB CO COM 249 6 1360533
BROADCOM INC COM 157K 98 0
BROADCOM INC COM 124K 77 1360533
CARRIER GLOBAL CORPORATION COM 757K 12K 0
CARRIER GLOBAL CORPORATION COM 20K 312 1360533
CENTENE CORP DEL COM 4M 65K 0
CHARLES RIV LABS INTL INC COM 2M 9K 0
CHARLES RIV LABS INTL INC COM 207 1 1360533
COCA COLA CO COM 2M 28K 0
COCA COLA CO COM 28K 435 1360533
COMSTOCK RES INC COM 165K 16K 0
CORPAY INC COM SHS 6M 21K 0
CSX CORP COM 2M 54K 0
CSX CORP COM 21K 632 1360533
DIAMONDBACK ENERGY INC COM 4M 20K 0
DIAMONDBACK ENERGY INC COM 2K 10 1360533
DOLLAR GEN CORP NEW COM 3M 23K 0
DOLLAR GEN CORP NEW COM 4K 29 1360533
EPAM SYS INC COM 4M 22K 0
ETSY INC COM 4M 63K 0
EXXON MOBIL CORP COM 569K 5K 0
EXXON MOBIL CORP COM 105K 908 1360533
FEDEX CORP COM 350K 1K 0
FEDEX CORP COM 13K 44 1360533
FISERV INC COM 5M 30K 0
FISERV INC COM 20K 133 1360533
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 177K 28K 0
GE AEROSPACE COM NEW 764K 5K 0
GE AEROSPACE COM NEW 46K 288 1360533
GE VERNOVA INC COM 206K 1K 0
GE VERNOVA INC COM 12K 70 1360533
GENERAC HLDGS INC COM 4M 34K 0
GOLDMAN SACHS GROUP INC COM 268K 592 0
GOLDMAN SACHS GROUP INC COM 21K 46 1360533
GXO LOGISTICS INCORPORATED COMMON STOCK 3M 52K 0
HOME BANCSHARES INC COM 210K 9K 0
IMMUNITYBIO INC COM 63K 10K 0
INTERNATIONAL BUSINESS MACHS COM 1M 7K 0
INTERNATIONAL BUSINESS MACHS COM 29K 167 1360533
INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 211K 5K 0
INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 26K 638 1360533
INVESCO QQQ TR UNIT SER 1 2M 3K 0
INVESCO QQQ TR UNIT SER 1 46K 97 1360533
ISHARES TR CORE S&P MCP ETF 9M 160K 0
ISHARES TR CORE S&P SCP ETF 13M 126K 0
ISHARES TR CORE S&P500 ETF 36M 67K 0
ISHARES TR CORE S&P500 ETF 58K 106 1360533
ISHARES TR S&P 500 GRWT ETF 673K 7K 0
ISHARES TR RUS 1000 GRW ETF 3M 9K 0
ISHARES TR RUSSELL 2000 ETF 432K 2K 0
ISHARES TR RUS MD CP GR ETF 574K 5K 0
ISHARES TR US HLTHCARE ETF 306K 5K 0
ISHARES TR U.S. TECH ETF 1M 9K 0
ISHARES TR 1 3 YR TREAS BD 201K 2K 0
ISHARES TR 7-10 YR TRSY BD 5M 54K 0
ISHARES TR TIPS BD ETF 10M 96K 0
ISHARES TR CORE HIGH DV ETF 435K 4K 0
ISHARES TR FLTG RATE NT ETF 380K 7K 0
ISHARES TR RUS TP200 GR ETF 268K 1K 0
ISHARES TR RUS TP200 GR ETF 37K 172 1360533
ISHARES TR CORE S&P TTL STK 962K 8K 0
ISHARES TR ISHS 5-10YR INVT 308K 6K 0
ISHARES TR INTRM GOV CR ETF 17M 160K 0
ISHARES TR CORE MSCI EAFE 508K 7K 0
ISHARES TR CORE MSCI EAFE 1K 15 1360533
ISHARES TR INTL EQTY FACTOR 12M 422K 0
ISHARES TR CORE DIV GRWTH 178K 3K 0
ISHARES TR CORE DIV GRWTH 31K 542 1360533
ISHARES U S ETF TR BLACKROCK SH DUR 347K 7K 0
JPMORGAN CHASE & CO. COM 809K 4K 0
JPMORGAN CHASE & CO. COM 92K 455 1360533
KEYSIGHT TECHNOLOGIES INC COM 3M 21K 0
KEYSIGHT TECHNOLOGIES INC COM 547 4 1360533
L3HARRIS TECHNOLOGIES INC COM 208K 927 0
L3HARRIS TECHNOLOGIES INC COM 4K 16 1360533
LOCKHEED MARTIN CORP COM 488K 1K 0
LOCKHEED MARTIN CORP COM 10K 21 1360533
MERCK & CO INC COM 151K 1K 0
MERCK & CO INC COM 77K 623 1360533
META PLATFORMS INC CL A 6M 12K 0
META PLATFORMS INC CL A 155K 307 1360533
MICROSOFT CORP COM 612K 1K 0
MICROSOFT CORP COM 370K 828 1360533
MURPHY USA INC COM 1M 2K 0
NVIDIA CORPORATION COM 189K 2K 0
NVIDIA CORPORATION COM 454K 4K 1360533
OTIS WORLDWIDE CORP COM 578K 6K 0
OTIS WORLDWIDE CORP COM 12K 122 1360533
PAYPAL HLDGS INC COM 5M 81K 0
PAYPAL HLDGS INC COM 7K 118 1360533
PEPSICO INC COM 316K 2K 0
PEPSICO INC COM 18K 107 1360533
PFIZER INC COM 706K 25K 0
PFIZER INC COM 10K 375 1360533
QUANTA SVCS INC COM 3M 11K 0
QUANTA SVCS INC COM 1K 4 1360533
REGIONS FINANCIAL CORP NEW COM 724K 36K 0
RTX CORPORATION COM 1M 12K 0
RTX CORPORATION COM 32K 314 1360533
SALESFORCE INC COM 6M 21K 0
SALESFORCE INC COM 25K 98 1360533
SCHWAB CHARLES CORP COM 3M 44K 0
SCHWAB CHARLES CORP COM 18K 247 1360533
SCHWAB STRATEGIC TR US DIVIDEND EQ 892K 11K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 7K 95 1360533
SCHWAB STRATEGIC TR US SML CAP ETF 14M 294K 0
SCHWAB STRATEGIC TR INT-TRM U.S TRES 3M 53K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 348K 890 0
SPDR SER TR BLOOMBERG 3-12 M 902K 9K 0
SPDR SER TR BLOOMBERG 1-3 MO 836K 9K 0
SPDR SER TR BLOOMBERG 1-3 MO 19K 205 1360533
TEXAS PACIFIC LAND CORPORATI COM 3M 4K 0
THERMO FISHER SCIENTIFIC INC COM 3M 6K 0
THERMO FISHER SCIENTIFIC INC COM 12K 22 1360533
ULTA BEAUTY INC COM 5M 12K 0
UNITED CMNTY BKS BLAIRSVLE G COM 278K 11K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K 0
VANGUARD INDEX FDS VALUE ETF 661K 4K 0
VANGUARD INDEX FDS MID CAP ETF 13M 55K 0
VANGUARD INDEX FDS SMALL CP ETF 334K 2K 0
VANGUARD INDEX FDS SMALL CP ETF 24K 112 1360533
VANGUARD INDEX FDS TOTAL STK MKT 577K 2K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 23M 527K 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 22M 271K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 35M 699K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 576K 5K 0
VISA INC COM CL A 4M 15K 0
VISA INC COM CL A 56K 215 1360533
WALMART INC COM 9M 139K 0
WALMART INC COM 43K 637 1360533
ZEBRA TECHNOLOGIES CORPORATI CL A 3M 11K 0