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MERIDIAN INVESTMENT ADVISORS, INC.

INDIANAPOLIS, IN · CRD 107593 · IAPD ↗ · meridianinvest.com · 317-573-5257

$628.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — MERIDIAN INVESTMENT ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — MERIDIAN INVESTMENT ADVISORS, INC. crossed $500M in regulatory AUM ($491.6M -> $568.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
February 2024 — MERIDIAN INVESTMENT ADVISORS, INC. notice-filed in GA, KY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.