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THE MERIDIAN BUSINESS GROUP, LTD.

Advisory

RIVER GROVE, IL

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in IL
#1,401
of 1,719 advisers by AUM
AUM change, 1 year
-76.3%
3rd percentile in IL
AUM CAGR, 3 year
-7.2%
compound annual growth
Average account
$174K
across 132 accounts
AUM per adviser
$23M
1 advisers
Filing history
6
filings since 2004

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$23M
1-Year AUM Growth
-76.3%
3-Year CAGR
-7.2%
Employees
1
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJun 30, 2004
Latest FilingJul 22, 2026
Full AUM trend chart and 6 historical filings spanning 22+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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