Hedge Fund Database

MERIDIAN INVESTMENT COUNSEL, INC.

Adviser information for MERIDIAN INVESTMENT COUNSEL, INC. last updated from Form ADV on March 27th, 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 California, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
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 559 $486.8M
Non-Discretionary 0 $0
Total 559 $486.8M

Clients

Type Number RAUM
Individuals 77 $41.0M
HNW Individuals 91 $440.0M
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 $3.5M
Charitable organizations <5 $2.2M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63191
SEC ERA File Number 801-63191
SEC CIK Numbers 1427351
SEC CRD Numbers 131655
Legal Entity Identifier None

Principal Office

1126 HILLTOP DRIVE
LAFAYETTE
CA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 510-493-7650, Fax: 510-280-7900

Chief Compliance Officer

NANCY WOODALL
PRESIDENT & CHIEF COMPLIANCE OFFICER
PO BOX 1057
LAFAYETTE
CA
United States
Tel: 510-493-7630
Fax: 510-280-7900
(Full email address available in API data)

Regulatory Contact

MICHAEL WOODALL
CFO
PO BOX 1057
LAFAYETTE
CA
United States
Tel: 510-493-7640
Fax: 510-280-7900
(Full email address available in API data)

Industry Affiliates

SELF-EMPLOYED Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WOODALL, MICHAEL, LAWRENCE Individual – CFO & SECRETARY 09/2004 < 5%
WOODALL, NANCY Individual – PRESIDENT & CHIEF COMPLIANCE OFFICER 09/2004 < 5%
WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL Domestic Entity – SHAREHOLDER 12/2010 > 75%
WOODALL, MICHAEL, LAWRENCE Individual WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL TRUSTEE 12/2010
WOODALL, NANCY Individual WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL TRUSTEE 12/2010
WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL Domestic Entity MERIDIAN INVESTMENT COUNSEL INC. SHAREHOLDER 12/2010 > 75%
WOODALL, MICHAEL, LAWRENCE Individual – TRUSTEE 12/2010 50-75%
WOODALL, NANCY Individual – TRUSTEE 12/2010 50-75%

No. Employees, Historic

105020192020202120222023202420257 on 5/15/20197 on 3/31/20207 on 6/26/20207 on 7/8/20207 on 10/27/20207 on 3/31/20217 on 3/31/20217 on 1/10/20227 on 3/30/20227 on 11/10/20227 on 3/31/20236 on 3/27/2024

RAUM, Historic

500M250M02019202020212022202320242025312725723 on 5/15/2019383885285 on 3/31/2020383885285 on 6/26/2020383885285 on 7/8/2020379443058 on 10/27/2020405316939 on 3/31/2021405316939 on 3/31/2021405316939 on 1/10/2022486333213 on 3/30/2022486333213 on 11/10/2022425129552 on 3/31/2023486771322 on 3/27/2024

No. Clients, Historic

20010002019202020212022202320242025152 on 5/15/2019164 on 3/31/2020164 on 6/26/2020164 on 7/8/2020164 on 10/27/2020164 on 3/31/2021164 on 3/31/2021164 on 1/10/2022166 on 3/30/2022166 on 11/10/2022168 on 3/31/2023168 on 3/27/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 245K 2K 0
ABBOTT LABS COM 227K 2K 0
ABBVIE INC COM 5M 29K 0
ABRDN ASIA PACIFIC INCOME FU COM 31K 12K 0
ADOBE INC COM 12M 22K 0
ADVANCED MICRO DEVICES INC COM 288K 2K 0
ALLY FINL INC COM 1M 26K 0
ALPHABET INC CAP STK CL C 2M 9K 0
ALPHABET INC CAP STK CL A 832K 5K 0
AMAZON COM INC COM 594K 3K 0
AMERICAN ELEC PWR CO INC COM 966K 11K 0
AMERICAN INTL GROUP INC COM NEW 235K 3K 0
AMGEN INC COM 2M 7K 0
APPLE INC COM 14M 66K 0
ARCBEST CORP COM 2M 16K 0
ARES CAPITAL CORP COM 601K 29K 0
AT&T INC COM 946K 50K 0
AUTOMATIC DATA PROCESSING IN COM 856K 4K 0
AXON ENTERPRISE INC COM 883K 3K 0
BAIN CAP SPECIALTY FIN INC COM STK 675K 41K 0
BANK AMERICA CORP COM 4M 95K 0
BANK NEW YORK MELLON CORP COM 297K 5K 0
BARRICK GOLD CORP COM 776K 47K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 6K 0
BLACKROCK CALIF MUN INCOME T SH BEN INT 519K 43K 0
BLACKROCK TAX MUNICPAL BD TR SHS 607K 37K 0
BOEING CO COM 282K 2K 0
BP PLC SPONSORED ADR 3M 69K 0
BRITISH AMERN TOB PLC SPONSORED ADR 2M 59K 0
CARRIER GLOBAL CORPORATION COM 342K 5K 0
CBRE GBL REAL ESTATE INC FD COM 59K 12K 0
CBRE GROUP INC CL A 3M 29K 0
CEMEX SAB DE CV SPON ADR NEW 407K 64K 0
CENOVUS ENERGY INC COM 265K 13K 0
CENTRAL SECS CORP COM 454K 10K 0
CHEVRON CORP NEW COM 9M 55K 0
CHUBB LIMITED COM 2M 9K 0
CINTAS CORP COM 420K 600 0
CISCO SYS INC COM 1M 26K 0
CITIGROUP INC COM NEW 2M 29K 0
COCA COLA CO COM 770K 12K 0
COHEN & STEERS INFRASTRUCTUR COM 537K 24K 0
COHEN & STEERS TOTAL RETURN COM 161K 14K 0
COMCAST CORP NEW CL A 3M 85K 0
CONOCOPHILLIPS COM 428K 4K 0
CONSTELLATION BRANDS INC CL A 800K 3K 0
CORTEVA INC COM 464K 9K 0
COSTCO WHSL CORP NEW COM 767K 902 0
COTERRA ENERGY INC COM 495K 19K 0
CVS HEALTH CORP COM 950K 16K 0
DEUTSCHE BANK A G NAMEN AKT 223K 14K 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 529K 9K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 216K 6K 0
DISNEY WALT CO COM 258K 3K 0
DOCUSIGN INC COM 2M 31K 0
DOW INC COM 314K 6K 0
DRAFTKINGS INC NEW COM CL A 347K 9K 0
DUKE ENERGY CORP NEW COM NEW 375K 4K 0
DUPONT DE NEMOURS INC COM 3M 40K 0
EATON CORP PLC SHS 392K 1K 0
ELEVANCE HEALTH INC COM 260K 480 0
ELLSWORTH GROWTH & INCOME FD COM 91K 11K 0
EMERSON ELEC CO COM 753K 7K 0
ENBRIDGE INC COM 223K 6K 0
EXXON MOBIL CORP COM 1M 12K 0
FEDEX CORP COM 6M 20K 0
FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 1M 40K 0
FREEPORT-MCMORAN INC CL B 1M 24K 0
GE AEROSPACE COM NEW 2M 12K 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 435K 6K 0
GE VERNOVA INC COM 571K 3K 0
GENUINE PARTS CO COM 2M 14K 0
GENWORTH FINL INC COM SHS 266K 44K 0
GILEAD SCIENCES INC COM 2M 24K 0
HEALTHPEAK PROPERTIES INC COM 2M 121K 0
HEWLETT PACKARD ENTERPRISE C COM 372K 18K 0
HOME DEPOT INC COM 4M 12K 0
HONEYWELL INTL INC COM 2M 8K 0
HP INC COM 433K 12K 0
IMMUNITYBIO INC COM 609K 96K 0
INTEL CORP COM 2M 71K 0
INTERNATIONAL BUSINESS MACHS COM 2M 10K 0
INVESCO EXCH TRADED FD TR II S&P GBL WATER 382K 7K 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 321K 5K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 3M 20K 0
INVESCO QQQ TR UNIT SER 1 3M 5K 0
INVESCO SR INCOME TR COM 288K 67K 0
ISHARES GOLD TR ISHARES NEW 6M 127K 0
ISHARES INC MSCI TAIWAN ETF 1M 21K 0
ISHARES INC MSCI JPN ETF NEW 767K 11K 0
ISHARES INC MSCI GERMANY ETF 545K 18K 0
ISHARES TR ISHS 1-5YR INVS 224K 4K 0
ISHARES TR EXPND TEC SC ETF 4M 40K 0
ISHARES TR CORE S&P SCP ETF 1M 12K 0
ISHARES TR RUSSELL 2000 ETF 1M 6K 0
ISHARES TR GLOB HLTHCRE ETF 1M 12K 0
ISHARES TR MSCI USA QLT FCT 1M 6K 0
ISHARES TR S&P MC 400GR ETF 938K 11K 0
ISHARES TR MSCI EAFE ETF 764K 10K 0
ISHARES TR S&P MC 400VL ETF 754K 7K 0
ISHARES TR GBL COMM SVC ETF 630K 7K 0
ISHARES TR CORE S&P MCP ETF 545K 9K 0
ISHARES TR CORE S&P500 ETF 443K 810 0
ISHARES TR MSCI USA MMENTM 293K 2K 0
ISHARES TR MSCI USA MIN VOL 276K 3K 0
ISHARES TR RUS MID CAP ETF 266K 3K 0
ISHARES TR RUS 1000 GRW ETF 230K 630 0
JOHNSON & JOHNSON COM 3M 19K 0
JOHNSON CTLS INTL PLC SHS 424K 6K 0
JPMORGAN CHASE & CO. COM 1M 7K 0
KENVUE INC COM 1M 80K 0
KEURIG DR PEPPER INC COM 1M 44K 0
KIMBERLY-CLARK CORP COM 789K 6K 0
KINDER MORGAN INC DEL COM 2M 81K 0
L3HARRIS TECHNOLOGIES INC COM 2M 9K 0
LAM RESEARCH CORP COM 769K 722 0
LINCOLN ELEC HLDGS INC COM 575K 3K 0
LINCOLN NATL CORP IND COM 347K 11K 0
MASTERCARD INCORPORATED CL A 245K 555 0
MCKESSON CORP COM 3M 5K 0
MEDTRONIC PLC SHS 369K 5K 0
MERCK & CO INC COM 592K 5K 0
META PLATFORMS INC CL A 3M 7K 0
METLIFE INC COM 4M 55K 0
MGIC INVT CORP WIS COM 2M 76K 0
MGM RESORTS INTERNATIONAL COM 2M 51K 0
MICROSOFT CORP COM 13M 29K 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 1M 71K 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 42K 10K 0
MOLSON COORS BEVERAGE CO CL B 2M 46K 0
MONDELEZ INTL INC CL A 538K 8K 0
MONGODB INC CL A 435K 2K 0
MORGAN STANLEY COM NEW 698K 7K 0
NEW GERMANY FD INC COM 142K 17K 0
NEWMONT CORP COM 452K 11K 0
NEXTERA ENERGY INC COM 1M 15K 0
NORFOLK SOUTHN CORP COM 5M 21K 0
NOVO-NORDISK A S ADR 3M 24K 0
NUCOR CORP COM 2M 10K 0
NUVEEN PFD & INCOME OPPORTUN COM 148K 20K 0
NVIDIA CORPORATION COM 2M 17K 0
OCCIDENTAL PETE CORP COM 504K 8K 0
O-I GLASS INC COM 2M 152K 0
OMEGA HEALTHCARE INVS INC COM 387K 11K 0
ORACLE CORP COM 4M 27K 0
PALANTIR TECHNOLOGIES INC CL A 2M 67K 0
PENNANTPARK INVT CORP COM 363K 48K 0
PENTAIR PLC SHS 291K 4K 0
PEPSICO INC COM 993K 6K 0
PFIZER INC COM 2M 65K 0
PROCTER AND GAMBLE CO COM 808K 5K 0
QUALCOMM INC COM 6M 29K 0
REGENERON PHARMACEUTICALS COM 898K 854 0
RTX CORPORATION COM 756K 8K 0
S&P GLOBAL INC COM 301K 676 0
SALESFORCE INC COM 775K 3K 0
SCHLUMBERGER LTD COM STK 459K 10K 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 266K 4K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 250K 4K 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 234K 2K 0
SELECT SECTOR SPDR TR SBI INT-UTILS 4M 54K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 19K 0
SELECT SECTOR SPDR TR SBI MATERIALS 2M 28K 0
SELECT SECTOR SPDR TR ENERGY 894K 10K 0
SELECT SECTOR SPDR TR COMMUNICATION 707K 8K 0
SELECT SECTOR SPDR TR FINANCIAL 299K 7K 0
SHELL PLC SPON ADS 215K 3K 0
SOUTHERN CO COM 295K 4K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 3M 8K 0
SPDR INDEX SHS FDS MSCI ACWI EXUS 2M 69K 0
SPDR S&P 500 ETF TR TR UNIT 4M 8K 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 3K 0
SPDR SER TR BLOOMBERG 1-3 MO 297K 3K 0
SPDR SER TR S&P BIOTECH 1M 16K 0
SPDR SER TR GLB DOW ETF 1M 11K 0
SPDR SER TR S&P OILGAS EXP 781K 5K 0
SPDR SER TR OILGAS EQUIP 558K 6K 0
STARBUCKS CORP COM 386K 5K 0
SYNCHRONY FINANCIAL COM 569K 12K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 19M 107K 0
TAPESTRY INC COM 291K 7K 0
TE CONNECTIVITY LTD SHS 421K 3K 0
TEGNA INC COM 2M 117K 0
TJX COS INC NEW COM 242K 2K 0
TOYOTA MOTOR CORP ADS 743K 4K 0
TRANSOCEAN LTD REGISTERED SHS 80K 15K 0
TRAVEL PLUS LEISURE CO COM 668K 15K 0
TRAVELERS COMPANIES INC COM 4M 20K 0
UBER TECHNOLOGIES INC COM 349K 5K 0
UNION PAC CORP COM 321K 1K 0
UNITED STATES STL CORP NEW COM 544K 14K 0
VANECK ETF TRUST GOLD MINERS ETF 204K 6K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 476K 6K 0
VANGUARD BD INDEX FDS INTERMED TERM 207K 3K 0
VANGUARD INDEX FDS SMALL CP ETF 771K 4K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 719K 1K 0
VANGUARD INDEX FDS TOTAL STK MKT 625K 2K 0
VANGUARD INDEX FDS REAL ESTATE ETF 310K 4K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 933K 21K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 29K 0
VANGUARD WORLD FD INF TECH ETF 2M 3K 0
VANGUARD WORLD FD HEALTH CAR ETF 411K 2K 0
VANGUARD WORLD FD COMM SRVC ETF 408K 3K 0
VERIZON COMMUNICATIONS INC COM 2M 55K 0
VODAFONE GROUP PLC NEW SPONSORED ADR 326K 37K 0
WALGREENS BOOTS ALLIANCE INC COM 148K 12K 0
WALMART INC COM 4M 60K 0
WARNER BROS DISCOVERY INC COM SER A 336K 45K 0
WELLS FARGO CO NEW COM 2M 29K 0
WEYERHAEUSER CO MTN BE COM NEW 2M 78K 0
WINNEBAGO INDS INC COM 4M 76K 0
WYNDHAM HOTELS & RESORTS INC COM 1M 15K 0
ZIMMER BIOMET HOLDINGS INC COM 342K 3K 0