Meridian Financial Partners LLC
● SEC registered since 2016CRD 281969SEC# 801-107287Warrenton, VA
Reg. AUM
$627.6M
Employees
7
Accounts
1,522
Location
Warrenton, VA
Meridian Financial Partners LLC assets under management
Meridian Financial Partners LLC is an investment advisory firm registered with the SEC based in Warrenton, VA. The firm has been registered since 2016. It reports $627.6 million in regulatory assets under management and employs 7 people.
Meridian Financial Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathaniel Scott Gilbert Control | Managing Partner, Co-Founder | 25-50% | 2015 |
| Sarah Glover Irving | Member | Under 5% | 2024 |
| Sarah Jean Yakel Control | Managing Partner, Co-Founder, Cco | Under 5% | 2015 |
| The Sarah J. Yakel Revocable Living Trust U/A Dated February 16, 2024 Control | Managing Member | 25-50% | 2024 |
| Jonathan David Yakel Control | Trustee | — | 2024 |
| Sarah Jean Yakel Control | Trustee | — | 2024 |
Frequently asked questions
How much does Meridian Financial Partners LLC manage?
Meridian Financial Partners LLC reports $627.6 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Financial Partners LLC have?
Meridian Financial Partners LLC reports 7 employees.
Where is Meridian Financial Partners LLC located?
Meridian Financial Partners LLC is based in Warrenton, VA and has been SEC-registered since 2016.
Does Meridian Financial Partners LLC disclose fund performance?
Meridian Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 39 South 4th Street, Warrenton, VA 20186 |
| Phone | (540)-878-5416 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$627.6M▲ 23%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$627.6Mregulatory AUM
Discretionary $625.3MNon-discretionary $2.3M