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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CapitalFocus +more
- Established Date
- 08-04-1997
- Office Locations
- 3
Office Locations
About Meld Financial, Inc.
Meld Financial, Inc. is an independent wealth management firm based in Birmingham, Alabama, providing financial planning and investment management alongside employee and executive benefits for individuals, families, trusts, foundations, and institutions. The team uses its “Financial Fingerprint” process to map goals, cash flow, and retirement needs, and supports clients with ongoing education through Meld University. Custody includes Fidelity/NFS; portfolios often use ETFs, mutual funds, and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KYLE B WHITTINGTON
Managing Partner, President
- CRD
- #5295189
- Ownership
- 75% or more
BLAKE W MAY
Partner
- CRD
- #6407811
- Ownership
- 10% but less than 25%
Signal prime
Vector frontier prime
- CRD
- #21485
- Ownership
- 12.9%
Showing 2 of 4 owners & executives
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Madison Caswell
Certified Financial Planner
- CRD
- #7045926
ASHLEY BURRELL CRAWFORD
Financial Planner
- CRD
- #6494331
Pioneer eagle
Delta vertex matrix
- CRD
- #51130
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $776,399,278 | $399,794 |
| Non-Discretionary | $0 | -- |
| Total | $776,399,278 | $399,794 |
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Separately Managed Accounts
Total SMA Asset: $776,399,278
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $504,116,944 | 7.2% |
| Equity - Exchange | $497,115,319 | 7.1% |
| Cash | $1,267,293,983 | 18.1% |
| Corporate - Investment Grade | $1,351,313,474 | 19.3% |
| Municipal Bonds | $1,288,298,856 | 18.4% |
| Corporate - Non-Investment Grade | $1,295,300,480 | 18.5% |
| U.S. Government/Agency | $798,185,160 | 11.4% |
| Total | $7,001,624,216 | 100.0% |