Meld Financial, Inc.
● SEC registered since 2004CRD 118896SEC# 801-62981Birmingham, AL
Reg. AUM
$776.4M
Employees
15
Accounts
1,942
Location
Birmingham, AL
Meld Financial, Inc. assets under management
Meld Financial, Inc. is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2004. It reports $776.4 million in regulatory assets under management and employs 15 people.
Meld Financial, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake W May Control | Partner | 10-25% | 2022 |
| Holly Marie Criss Control | Chief Compliance Officer | Under 5% | 2026 |
| James Bryan Cornehlsen | Partner | 5-10% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Meld Financial, Inc. manage?
Meld Financial, Inc. reports $776.4 million in regulatory assets under management on its Form ADV.
How many employees does Meld Financial, Inc. have?
Meld Financial, Inc. reports 15 employees.
Where is Meld Financial, Inc. located?
Meld Financial, Inc. is based in Birmingham, AL and has been SEC-registered since 2004.
Does Meld Financial, Inc. disclose fund performance?
Meld Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3008 Pump House Rd., Birmingham, AL 35243 |
| Phone | 205-967-4200 |
| Fax | 205-967-2777 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$776.4M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$776.4Mregulatory AUM
Discretionary $776.4M