SourcingSourcing

MERIDIAN INVESTMENT ADVISORS, INC.

C43
CRD 107593·SEC 801-46376·INDIANAPOLIS, IN
AUM
$628.0M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERIDIAN INVESTMENT ADVISORS, INC.
CRD
107593
SEC file #
801-46376
EIN
—
DBA names
—

Economics

AUM
$628.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$314.2M → $628.0M▲ +100%
Client mix
Individuals Other372
Individuals High Net Worth240
Pension Profit Sharing Plans15

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
meridianinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURLEY, MICHAEL, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BURLEY, MICHAEL, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MERIDIANINVEST.COM
Rdap Domain Creation Date
1999-01-30T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
122,907
Form 5500 Compensation Trajectory 3y
2025122,907
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
122,907
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-30T05:00:00Z
Rdap Domain Last Changed
2025-12-01T07:28:26Z
Rdap Nameservers
Ns91.worldnic.comNs92.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2743935
Trust Company Affiliate
No

People (4)

4
BURLEY, MICHAEL, ROBERT
IAR · Direct Owner · 87.5%
2743935
KEITH BARTLEY ALLEN
IAR
2929365
MICHAEL RICHARD WERNER
IAR
4174089
Madeline Grace Speckman
IAR
6854510