RIA Intel›Advisers›Michigan›RICHARD B. PRICE D/B/A MERIDIAN ASSET MANAGEMENT

RICHARD B. PRICE D/B/A MERIDIAN ASSET MANAGEMENT

Advisory

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$2M

across 20 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$8M

Non-Discretionary AUM$26M

Discretionary %23.6%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMI

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

14 clients

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

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

ADAMCZYK ADVISERS L.L.C.

NORTHVILLE, MI

$33M

+32.0% 1Y

BAYOU FINANCIAL PLANNING, LLC

$34M

DON A. SLABAUGH

$34M

PDM INVESTMENT SERVICES, LLC

$33M

EXCHANGE STREET CAPITAL LLC

SPRING LAKE, MI

$33M

DAVIS INVESTMENT GROUP, LTD.

$35M

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