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Meridian Investment Advisors, Inc.

● SEC registered since 1994CRD 107593SEC# 801-46376Indianapolis, IN
Export (members)
Reg. AUM
$628M
Employees
5
Accounts
1,154
Location
Indianapolis, IN

Meridian Investment Advisors, Inc. assets under management

Meridian Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 1994. It reports $628 million in regulatory assets under management and employs 5 people.

Meridian Investment Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Robert Burley ControlPresident And Ceo, CcoOver 75%2008

Frequently asked questions

How much does Meridian Investment Advisors, Inc. manage?

Meridian Investment Advisors, Inc. reports $628 million in regulatory assets under management on its Form ADV.

How many employees does Meridian Investment Advisors, Inc. have?

Meridian Investment Advisors, Inc. reports 5 employees.

Where is Meridian Investment Advisors, Inc. located?

Meridian Investment Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 1994.

Does Meridian Investment Advisors, Inc. disclose fund performance?

Meridian Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10321 N. Pennsylvania St., Indianapolis, IN 46280
Phone317-573-5257
Fax317-581-7964
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$628M▲ 11%
Jan '25 — $568.1MFeb '25 — $568.1MMar '25 — $532.7MApr '25 — $532.7MMay '25 — $532.7MJun '25 — $532.7MJul '25 — $532.7MAug '25 — $532.7MSep '25 — $532.7MOct '25 — $532.7MNov '25 — $532.7MDec '25 — $532.7MJan '26 — $532.7MFeb '26 — $532.7MMar '26 — $628MApr '26 — $628MMay '26 — $628MJun '26 — $628M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$628Mregulatory AUM
Discretionary $468.5MNon-discretionary $159.5M