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MERIDIAN INVESTMENT COUNSEL, INC.

· CRD 131655 · IAPD ↗ · 510-493-7650

$723.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MERIDIAN INVESTMENT COUNSEL, INC. reported RAUM up 34% ($539.4M -> $723.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — MERIDIAN INVESTMENT COUNSEL, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — MERIDIAN INVESTMENT COUNSEL, INC. crossed $500M in regulatory AUM ($486.8M -> $539.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — MERIDIAN INVESTMENT COUNSEL, INC. 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.