Wealth manager, independent · Lexington, KY
Meridian Wealth Management, LLC
SEC-registered investment adviser · CRD 151523 · SEC 801-70676
At a glance
Meridian Wealth Management, LLC is an SEC-registered investment adviser based in Lexington, Kentucky, with $5.0B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 5,366 individual clients, 1,022 of them high-net-worth, holding an average of about $0.8 million each, and 67 employees. That ranks it 224th among the nation’s 5,657 independent wealth management RIAs and 1st of 47 in Kentucky. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, BNY Pershing and Fidelity.
Main office 859-543-4516meridianwealthllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.0B
- Rank among independent wealth managers
- #224 of 5,657
- Rank among all SEC RIAs
- #2,107 of 17,210
- Rank in Kentucky
- #1 of 47
- Individual clients
- 5,366
- High-net-worth clients
- 1,022
- Accounts
- 12,298
- Discretionary
- 97% of AUM
- Employees
- 67
- Advisory staff
- 59
- Offices
- 10
Owners and executives on its Form ADV
- Gregory W. CouchFounder, President and Chief Executive Officer
- Mallory Z. PaganoGeneral Counsel and Chief Compliance Officer
- Barry D CooperChief Operations Officer
- Brycen N. CowardChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Meridian Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,022 | $3.4B | 69% |
| Individuals | 4,344 | $909M | 18% |
| Pension and profit sharing plans | 108 | $609M | 12% |
| Charitable organizations | 27 | $9M | <1% |
| Corporations or other businesses | 32 | $8M | <1% |
Disciplinary disclosures
Meridian Wealth Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗meridianwealthllc.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kentucky
All of Kentucky →| Firm | Regulatory AUM | Clients |
|---|---|---|
| MCF Advisors, LLCLexington | $4.7B | 3,440 |
| Keystone Financial Group, LLCLexington | $2.3B | 6,602 |
| Journey Advisory Group, LLCCovington | $1.7B | 859 |
| The Gleason Group, Inc.Prospect | $1.6B | 262 |
| Legacy Financial Advisors, Inc.Covington | $1.5B | 1,061 |
| Strategic Wealth Investment Group, LLCLouisville | $1.4B | 3,900 |
Background
Questions
How much does Meridian Wealth Management, LLC manage?
Meridian Wealth Management, LLC reports $5.0B in regulatory assets under management across 12,298 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Meridian Wealth Management, LLC have?
It reports 5,366 individual clients: 1,022 high-net-worth individuals and 4,344 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Meridian Wealth Management, LLC headquartered?
Its main office is in Lexington, Kentucky. It reports 10 offices in total and 67 employees, 59 of whom perform investment advisory functions.
How does Meridian Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Meridian Wealth Management, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, BNY Pershing and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($1.8B); BNY Pershing ($1.4B); Fidelity ($118M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Meridian Wealth Management, LLC a hybrid RIA with a broker-dealer?
Meridian Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Meridian Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Meridian Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Meridian Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →