RIA Intel›Advisers›Connecticut›COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC.

Advisory

N·SIMSBURY, CT

Data as of Mar 29, 2021 · Source: SEC Form ADV

Total AUM

$405M

1-Year AUM Growth

+31.8%

3-Year CAGR

+11.3%

Employees

16

Assets Under Management

Total AUM$405M

Discretionary AUM$405M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees16

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingAug 6, 2008

Latest FilingMar 29, 2021

🔒 Full AUM trend chart and 30 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COBURN & MEREDITH, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.