CRD: 119679
Meridian Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- SignalMatrix +more
- Established Date
- 07-12-2002
- Office Locations
- 2
Office Locations
About Meridian Financial Advisors, LLC
Meridian Financial Advisors is a Massachusetts-based, fee-only RIA and fiduciary (fee-only since 1993) providing holistic financial planning and wealth management to align investments with each client’s risk, income, and legacy needs. The team includes CFP® professionals and is NAPFA-registered. Portfolios are implemented primarily with ETFs and mutual funds, with custody through firms such as Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGIA GUYOTT BRUGGEMAN
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1433089
- Ownership
- 75% or more
ANN MARGARET GRIFFITH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2936554
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Stephanie Avakian
Partner
- CRD
- --
RANA L CHOUBAH
Financial Advisor, General Partner
- CRD
- #5256950
Focus pioneer
Vertex wave
- CRD
- #55237
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,927,964 | $430,847 |
| Non-Discretionary | $0 | -- |
| Total | $283,927,964 | $430,847 |
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Separately Managed Accounts
Total SMA Asset: $283,927,964
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $450,699,944 | 18.8% |
| Equity - Exchange | $201,376,571 | 8.4% |
| Corporate - Investment Grade | $453,097,284 | 18.9% |
| Municipal Bonds | $726,394,058 | 30.3% |
| Cash | $565,772,268 | 23.6% |
| Total | $2,397,340,125 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH PRIME | HORIZON VITAL | VXTGME3AD | HIEGX | 10.40% | $95,458,804 |
| EAGLE LEGACY | FRONTIER VERTEX | 8JAJ1L353 | MTR | 11.83% | $83,311,492 |
| MERIDIAN DELTA | PATHWAY VECTOR | NOREW3LV6 | SJQSQ | 7.33% | $38,444,116 |
| NORTH ZENITH VERTEX | VECTOR CAPITAL | 5VSN9CEOQ | SOQ | 7.31% | $29,285,499 |
| OAK VECTOR ELEMENT | GLACIER ELEMENT | ZF64YTQF6 | LCOA | 2.82% | $28,991,761 |
| PEAK VECTOR ATLAS | HARBOR HARBOR | 1Q467N6AH | NCVME | 11.20% | $63,882,348 |
| HARBOR LEGACY | FOCUS UNISON | 0UHZ4FOK7 | RGC | 12.54% | $86,739,544 |
| SUMMIT OPTIMA | HARBOR TIMBER | Y9NUST4JR | QNVC | 6.29% | $70,138,716 |