RIA Intel›Advisers›Texas›MERIDIAN INVESTMENT MANAGEMENT, INC.

MERIDIAN INVESTMENT MANAGEMENT, INC.

Advisory

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TX

#2,339

of 2,813 advisers by AUM

Average account

$579K

across 18 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$501K

Discretionary %95.2%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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