Meridian Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Investment Management, Inc. provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, qualified plans, and corporate entities, advising on stocks, bonds, mutual funds and other investments. The firm bills on a percentage-of-assets contract basis and may manage accounts with trading discretion or as advisory-only relationships.
The firm’s investment process centers on fundamental analysis and blends Growth at a Reasonable Price (GARP) and Deep Value approaches, with technical timing tools and a proprietary model used to adjust cash levels as market conditions change. Meridian offers three account styles—Capital Appreciation, Growth & Income, and Income—defines risk primarily as long-term permanent loss, and typically pursues multi-year holding horizons with regular reporting and reviews.
Meridian is notable for the firm’s emphasis on accounting and credentialing: its advisory standard requires an MBA and/or CFA (or equivalent experience) and the brochure discloses that the firm’s lead advisor holds both a CFA charter and a CPA credential with prior audit experience, which informs analysis of financial statements and tax considerations. The firm also documents the option to negotiate performance-based fee arrangements (none currently in place), groups immediate-family accounts for fee calculations, and conducts portfolio reviews on a weekly basis by the firm’s president.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: Negotiable
Performance-based fee arrangements may be negotiated on a client-by-client basis in lieu of the standard fee schedule, based on a percentage of excess gains or avoided losses compared to a benchmark.
Account minimum: No specific minimum investment amount stated; however, there is a minimum annual fee of $2,500 typically required, negotiable temporarily for new accounts under $250,000. Minimum fee: Minimum annual fee of $2,500 (negotiable temporarily for new accounts under $250,000)
Main office
Katy TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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