$723.4M Total AUM
$723.4M Disc. AUM
20.0% 3Y CAGR
8 Employees
187 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2004
- Office Locations
- 1
Office Locations
-- Lafayette CA
About Meridian Investment Counsel, Inc.
Meridian Investment Counsel, Inc. is a Lafayette-based RIA. The firm has been operating for 22 years. Managing $723.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$180.9M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
16.4 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL LAWRENCE WOODALL
Chief Financial Officer, Manager, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
NANCY WOODALL
Chief Compliance Officer, Manager, President
- CRD
- #3223028
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JOHN GREGORY KERNS
Financial Consultant
- CRD
- #2411385
Available
Available
Available
A
ANITA SINGH
Investment Analyst, Team Leader
- CRD
- #4924334
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $723,422,254 | $1,168,695 |
| Non-Discretionary | $0 | -- |
| Total | $723,422,254 | $1,168,695 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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