Meridian Investment Counsel, Inc.
● SEC registered since 2004CRD 131655SEC# 801-63191
Reg. AUM
$723.4M
Employees
8
Accounts
619
Location
—
Meridian Investment Counsel, Inc. assets under management
Meridian Investment Counsel, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $723.4 million in regulatory assets under management and employs 8 people.
Meridian Investment Counsel, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lawrence Woodall Control | Trustee | 50-75% | 2010 |
| Michael Lawrence Woodall Control | Cfo & Secretary | Under 5% | 2004 |
| Nancy Woodall Control | President & Chief Compliance Officer | Under 5% | 2004 |
| Nancy Woodall Control | Trustee | 50-75% | 2010 |
| Woodall Family 2010 Trust U/A Dtd 5/5/10 Fbo Nancy Woodall & Michael L. Woodall Control | Shareholder | Over 75% | 2010 |
| Michael Lawrence Woodall Control | Trustee | — | 2010 |
| Nancy Woodall Control | Trustee | — | 2010 |
| Woodall Family 2010 Trust U/A Dtd 5/5/10 Fbo Nancy Woodall & Michael L. Woodall Control | Shareholder | Over 75% | 2010 |
Frequently asked questions
How much does Meridian Investment Counsel, Inc. manage?
Meridian Investment Counsel, Inc. reports $723.4 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Investment Counsel, Inc. have?
Meridian Investment Counsel, Inc. reports 8 employees.
Does Meridian Investment Counsel, Inc. disclose fund performance?
Meridian Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 510-493-7650 |
| Fax | 510-280-7900 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1427351 |
| Discloses disciplinary history | No |
Regulatory AUM
$723.4M▲ 34%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$723.4Mregulatory AUM
Discretionary $723.4M