← Tributary

MERIDIAN INVESTMENT ADVISORS

LITTLE ROCK, AR · CRD 110216 · IAPD ↗ · linkedin.com - meridian investment advisors · 501-663-7055

$861.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MERIDIAN INVESTMENT ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — MERIDIAN INVESTMENT ADVISORS now reports custody of client assets ($168.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
August 2024 — MERIDIAN INVESTMENT ADVISORS changed its website from facebook.com - meridian investment advisors to linkedin.com - meridian investment advisors.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2024 — MERIDIAN INVESTMENT ADVISORS changed its website from linkedin.com - meridian investment advisors to facebook.com - meridian investment advisors.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — MERIDIAN INVESTMENT ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MERIDIAN INVESTMENT ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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