Meridian Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$379,542,407
Clients
191
Advisors
4
of 6 employees
About
Meridian provides discretionary investment management and retirement plan consulting for individuals, high‑net‑worth families, trusts and charitable organizations, endowments, company retirement plans, public pension funds, and municipalities, managing approximately $861.6 million on a discretionary basis. The firm also offers financial planning and may direct clients to independent third‑party investment managers when appropriate.
Meridian’s investment process emphasizes asset allocation and aligning portfolio risk with client objectives, using a mix of common stocks, fixed income, ETFs, mutual funds, and, through selected independent managers, direct indexing strategies. The firm constructs customized portfolios with ongoing client contact and oversight of recommended managers, and maintains a Retirement Services division created in 1997 to advise defined contribution plans.
Noteworthy features in the brochure include the explicit inclusion of public pension funds and municipalities among its client types—client segments that are relatively uncommon for firms of this team size—and the long‑standing retirement‑plan consulting practice. Meridian also discloses that it may receive fee shares from third‑party advisers it recommends and recent governance information such as discretionary bonus arrangements for certain supervised persons, along with detailed custody and oversight procedures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for consultations as agreed with client
$0 - $1,000,000: 1.00% annually $1,000,001 - $11,000,000: 0.85% annually $11,000,001 - $21,000,000: 0.75% annually $21,000,001+: 0.50% annually
Hourly or daily rate agreed to by client for consultations
Account minimum: $500,000 Fee-only: Hourly or daily fees, fixed fees, or percentage fees may be negotiated for financial consultations
Main office
11300 Cantrell Road, Suite 200
Little Rock AR 72212
Advisors at this office
4
Most active in
Arkansas · Florida · Louisiana · Mississippi · Texas
Also doing business as
Meridian Investment Advisors · Meridian Investment Managers · Meridian Management Advisors · Meridian Management Co
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marshall M
Series 65
Little Rock, AR
Meridian Investment Advisors
Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.
Charles G
Series 65
Little Rock, AR
Meridian Investment Advisors
Charles Gardner is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 credential with one year of industry experience. Prior to joining Meridian, he was involved with Student Mobilization for eight years. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction based on asset allocation and risk profile alignment, using fundamental equity analysis and a fixed-income focus that includes U.S. Treasuries and high-quality bonds.
Pat M
CFA®
Little Rock, AR
Meridian Investment Advisors
Pat Moon is a CFA® charterholder with 26 years of industry experience. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he serves as a managing member or manager for several ship lease brokerage companies, including Transcore Logistics, LLC, Oceanus Brokers, LLC, and Gorgon Holding LLC. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm focuses on customized portfolio construction with an emphasis on appropriate asset allocation, fundamental equity analysis, and fixed-income investments, while also offering retirement services and oversight of plan assets.
Jeffrey M
Series 65
Little Rock, AR
Meridian Investment Advisors
Jeffrey Mc Coy is a financial advisor with Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Castellano & Associates and Ouachita Baptist University. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting to individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives, utilizing a variety of investment vehicles and maintaining a dedicated Retirement Services division.
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