SourcingSourcing

MELD FINANCIAL, INC.

C26
CRD 118896·SEC 801-62981·BIRMINGHAM, AL
AUM
$776.4M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MELD FINANCIAL, INC.
CRD
118896
SEC file #
801-62981
EIN
—
DBA names
—

Economics

AUM
$776.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$346.8M → $776.4M▲ +124%
Client mix
Individuals Other827
Individuals High Net Worth287
Corporations10
State Or Municipal Govt4
Charitable Organizations2

Operations

Employees (total)
15
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
7 advisors → 10 advisors▲ +43%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
meldfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITTINGTON, KYLE, B
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WHITTINGTON, KYLE, B
MAY, BLAKE, W
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
MELDFINANCIAL.COM
Rdap Domain Creation Date
2000-01-29T01:03:30Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Mesh Digital Limited

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
48,413
Form 5500 Compensation Trajectory 3y
202548,413
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
48,413
Schedule C Service Provider Rows
1

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
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T01:03:30Z
Rdap Domain Last Changed
2025-12-01T19:09:29Z
Rdap Nameservers
Name0.workspacepros.comName1.workspacepros.comName2.workspacepros.comName3.workspacepros.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5295189
Trust Company Affiliate
No

People (12)

12
WHITTINGTON, KYLE, B
IAR · Direct Owner · 87.5%
5295189
MAY, BLAKE, W
IAR · Direct Owner · 17.5%
6407811
CORNEHLSEN, JAMES, BRYAN
Direct Owner · 7.5%
4589630
CRISS, HOLLY, MARIE
Executive Officer · 2.5%
5451078
DWIGHT HEIDELBERG REYNOLDS
IAR
4419789
JUSTIN KENNEDY TACKETT
IAR
7949434
Matthew Douglas Gensler
IAR
1312436
MICHAEL JOHN GUILSHER
IAR
1157544
TAMI Wyrosdick MCDONALD
IAR
3233299
ASHLEY BURRELL CRAWFORD
IAR
6494331
Madison Caswell
IAR
7045926
Tonya Jean Williams
IAR
4965035