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Meridian Investment Advisors, Inc.

Meridian Investment Advisors, Inc.. CRD 107593

Meridian Investment Advisors, Inc. logo

CRD: 107593

Meridian Investment Advisors, Inc.

Indianapolis, IN, 46280
3175735257
www.meridianinvest.com
$628.0M Total AUM
$468.5M Disc. AUM
5.3% 3Y CAGR
5 Employees
627 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · JP Morgan
Clients
Retail and Institutional
Platforms
--
Established Date
05-31-1994
Office Locations
1

Office Locations

10321 N. Pennsylvania St. Indianapolis IN

About Meridian Investment Advisors, Inc.

Meridian Investment Advisors is an Indianapolis-based RIA serving individuals and families, businesses, and organizations with long-term, risk-managed asset allocation and comprehensive planning. The firm emphasizes tax-aware strategies by coordinating with clients’ accountants, and builds portfolios using public funds and ETFs alongside fixed income; primary custody is Fidelity/NFS.

Team overview

49 AVG AGE
$157.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.4 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age

Insights

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Asset Classes

Catalyst Summit

Investment Themes

Quantum horizon

Investment Vehicles

Peak wave

Platform

Quantum

Services

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Owner & Executives

M

MICHAEL ROBERT BURLEY

Chief Compliance Officer, Chief Executive Officer, President, Vice President

CRD
#2743935
Ownership
75% or more
(897) 408-3449
alpha.prime@elementcapital.com
in linkedin.com/in/wave-meridian

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Contacts

KEITH BARTLEY ALLEN

KEITH BARTLEY ALLEN

Investment Advisor

CRD
#2929365
(660) 466-8021
eagle.capital@wavecapital.com
in linkedin.com/in/vector-capital
B

Bradley J Bolin

--

CRD
#4227582
(498) 287-2394
prime.insight@elementcapital.com
in linkedin.com/in/capital-peak
A

Alpha atlas

Catalyst unison timber

CRD
#17558
(885) 542-6367
capital.ridge@northcapital.com
in linkedin.com/in/quantum-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-15-2022
11-17-2023
11-12-2024
08-25-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $468,525,403 $411,348
Non-Discretionary $159,478,133 $10,631,876
Total $628,003,536 $544,197

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Separately Managed Accounts

Total SMA Asset: $628,003,536

$628.0M Total SMA
Public Funds:
21.4%
Equity - Exchange:
7.1%
Cash:
20.1%
Corporate - Investment Grade:
19.2%
U.S. Government/Agency:
32.2%
Asset class Assets Assets %
Public Funds $358,760,677 21.4%
Equity - Exchange $119,028,075 7.1%
Cash $336,966,804 20.1%
Corporate - Investment Grade $321,878,738 19.2%
U.S. Government/Agency $539,817,469 32.2%
Total $1,676,451,763 100.0%

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