CRD: 281969
Meridian Financial Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier signalMatrix +more
- Established Date
- 03-04-2016
- Office Locations
- 1
Office Locations
About Meridian Financial Partners LLC
Meridian Financial Partners is an independent, fee-only fiduciary RIA providing whole-life financial planning, retirement planning, and investment management. The team builds detailed plans and manages smart, diversified portfolios—often using ETFs and mutual funds—for households nationwide, including retirees and business owners. Custodied primarily at Schwab, it emphasizes a collaborative, team-based advisory experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATHANIEL SCOTT GILBERT
Co-founder, Financial Advisor, General Partner, Managing Partner
- CRD
- #4514358
- Ownership
- 25% but less than 50%
Sarah Glover Irving
Financial Advisor, General Partner
- CRD
- #7332867
- Ownership
- Less than 5%
Fusion summit
Insight vertex fusion
- CRD
- #26043
- Ownership
- 12.6%
Showing 2 of 3 owners & executives
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Daniel James Fortunato
--
- CRD
- #8035201
Kira Lane Topeka
--
- CRD
- #8120692
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $625,323,696 | $412,755 |
| Non-Discretionary | $2,268,139 | $324,020 |
| Total | $627,591,835 | $412,347 |
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Separately Managed Accounts
Total SMA Asset: $627,591,835
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $815,137,745 | 18.1% |
| Equity - Exchange | $999,782,206 | 22.2% |
| Cash | $634,996,807 | 14.1% |
| Private Funds | $945,739,925 | 21.0% |
| U.S. Government/Agency | $1,107,866,769 | 24.6% |
| Total | $4,503,523,452 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON EMBER FOCUS | INSIGHT SIGNAL | PV67XMFX5 | XEUI | 6.49% | $13,376,424 |
| PRIME ATLAS VECTOR | FRONTIER HORIZON | YF2DUUYG4 | KDSP | 8.91% | $102,398,646 |
| GLACIER ELEMENT PRIME | OPTIMA SIGNAL | NM6SLUR5W | CUW | 7.85% | $30,685,036 |
| PRIME HARBOR | CAPITAL VERTEX | Y7T9ZL0HZ | PNDG | 9.41% | $39,054,578 |
| ALPHA PEAK RADIAL | BRIDGE FUSION | L1FW47JMA | PUE | 7.74% | $117,698,035 |
| MERIDIAN PEAK | RADIAL ALPHA | XXT4A767V | KTI | 10.93% | $15,027,544 |
| WAVE PEAK SUMMIT | ELEMENT HARBOR | 700QNA6WV | EJL | 4.35% | $56,658,079 |
| PATHWAY MATRIX | BRIDGE LEGACY | XLGI404BU | EDWR | 9.73% | $80,398,011 |