Meridian Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warrenton, VA. Its latest Form ADV filing, dated March 18, 2026, reports $628M in regulatory assets under management, 7 employees, 1 office, and 1,522 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.9% of total clients.
Top client categories% of clientsClients
1
HNWI
54.9%
320
2
Individuals
40.8%
238
3
Corporations
2.6%
15
4
Charitable
1.5%
9
5
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$628Mas of March 18, 2026
Discretionary99.6%
$625M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$628M
Total Accounts1,522
10Y AUM Change+$510M (+432.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee83:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.