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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- AlphaFocus quantum +more
- Established Date
- 07-05-2017
- Office Locations
- 1
Office Locations
About Meridian Financial Advisory LLC
Meridian Financial Advisory is an independent, fee-based fiduciary RIA based in South Carolina serving affluent individuals age 50+ and their families nationwide, including high-net-worth and small business owners. The firm provides investment management focused on downside risk and broad diversification, retirement and financial planning, and tax-aware distribution planning in coordination with clients’ CPAs. Portfolios are primarily implemented with ETFs and public funds. Named a 2025 Best of South Carolina award recipient.
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Owner & Executives
Joshua David Henry
MANAGING PRINCIPAL
- CRD
- #6794198
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,194,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,194,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,194,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $822,435,222 | 22.7% |
| Public Funds | $1,047,065,106 | 28.9% |
| Cash | $1,018,080,605 | 28.1% |
| Private Funds | $735,481,717 | 20.3% |
| Total | $3,623,062,650 | 100.0% |