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MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

UNIONTOWN, OH · CRD 136583 · IAPD ↗ · mercapgroup.com · 330-899-0135

$182.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — MERIDIAN CAPITAL MANAGEMENT GROUP, INC. (UNIONTOWN, OH) left the SEC roster (was $182.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
May 2024 — MERIDIAN CAPITAL MANAGEMENT GROUP, INC. notice-filed in FL.
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.