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Meridian Capital Management Group
Meridian Capital Management Group is a bank / wealth / trust based in Uniontown, founded 2009; the Altss profile covers its classification, headquarters,...
Overview
Beese Fulmer welcomes Meridian clients with the same trusted advisors, seamless transition, and expanded wealth management services in Canton, Ohio.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
Location
Region
North America
Country
United States
City
Uniontown
Corporate office
Uniontown, OH, United States
Frequently asked questions
What is Meridian's investment approach?
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.
Does Meridian accept outside capital beyond its existing 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.
What regulatory body oversees Meridian?
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.
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