Meridian Capital Management Group

Meridian is a registered investment adviser, not a single-family or multi-family office. The firm provides discretionary portfolio management and financial planning to a mix of individual and institutional clients, billing asset-based fees as a fiduciary. It does not operate as a private family investment vehicle, nor does it offer the concierge services, estate administration, or family-governance structures typical of a family office.

The firm constructs diversified portfolios across equities and fixed income, using primarily mutual funds and ETFs. It does not pursue direct private investments, venture capital, or alternative assets. The strategy emphasizes risk-adjusted returns, capital preservation, and long-term retirement-income planning for a predominantly US-based client base.

Yes, as a registered investment adviser, Meridian can accept new discretionary clients who meet its minimum account size. The firm is not closed to outside investors. However, its client acquisition relies on referral networks and local relationships rather than institutional marketing or fund-raising roadshows.

Per the firm's regulatory filings, Meridian is independently owned and not a subsidiary of a bank, insurance company, or publicly traded asset manager. Specific ownership percentages and named principals are not widely disclosed in public materials, consistent with many smaller privately held advisory practices.

Meridian is registered with the US Securities and Exchange Commission as an investment adviser. It files Form ADV disclosures through the IARD system and is subject to SEC examination and compliance requirements, including its fiduciary duty to act in clients' best interests.