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CAPITOL MERIDIAN PARTNERS LP

WASHINGTON, DC · CRD 319080 · IAPD ↗ · capitolmeridian.com · 202-742-9920

$1.67BRegulatory AUM
11Advisory reps
15Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — CAPITOL MERIDIAN PARTNERS LP grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — CAPITOL MERIDIAN PARTNERS LP crossed $1B in regulatory AUM ($993.2M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — CAPITOL MERIDIAN PARTNERS LP crossed $500M in regulatory AUM ($462.8M -> $993.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — CAPITOL MERIDIAN PARTNERS LP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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