Overview
Assets Under Management: $182 million
Headquarters: UNIONTOWN, OH
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136583), MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is headquartered in UNIONTOWN, OH.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. serves 52 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, MERIDIAN CAPITAL MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. manages $182 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, MERIDIAN CAPITAL MANAGEMENT GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 706
Discretionary Accounts: 700
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 136583
Last Filing Date: 2025-02-27 00:00:00
Website: https://mercapgroup.com