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 |
Principal Office
11300 CANTRELL ROADSUITE 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
P****@*************M
(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
D********@*************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 |
---|---|---|---|---|---|
MOON, PAT, DAVID | Individual | – | MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | 04/2000 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
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 |