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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

MERIDIAN INVESTMENT ADVISORS

MERIDIAN MANAGEMENT CO, CRD 110216

LITTLE ROCK, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b312da4-8dbc-8ab6-d974-83bb683c29f0

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 1
Observed: Mar 26, 2012 to Mar 9, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Meridian Investment Advisors

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.44 fund_share=0.0 institutional_share=0.54 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $862MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $862M
Private client RAUM: $380MderivedItem 5.D individuals plus high net worth individuals
Private client share: 44%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $215Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 458
Individual clients: 88
High net worth clients: 103
Custody, client assets: $169M
SEC number: 801-13452
CIK: 806097
CRD: 110216
Filings on the tape: 35
First filed: Mar 26, 2012
Latest filed: Mar 9, 2026
Organised: Corporation, AR
Website: linkedin.com - meridian investment advisors

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAT DAVID MOON	Chartered Financial Analyst	LITTLE ROCK, AR	26	29	1	no
MARSHALL DAVID MOON	n/a	LITTLE ROCK, AR	8	11	1	no
Charles Robert Gardner	n/a	LITTLE ROCK, AR	1	10	n/a	no
Jeffrey Daniel McCoy	n/a	LITTLE ROCK, AR	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOON, PAT, DAVID	MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	E	yes	04/2000	Mar 26, 2012	Oct 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$862M	$862M	6	4	0	n/a	n/a
2024	Feb 24, 2025	$767M	$767M	6	3	0	n/a	n/a
2023	Mar 27, 2024	$772M	$772M	4	3	0	n/a	n/a
2022	Mar 28, 2023	$742M	$742M	6	3	0	n/a	n/a
2021	Mar 30, 2022	$810M	$810M	7	4	0	n/a	n/a
2020	Mar 30, 2021	$726M	$726M	7	4	0	n/a	n/a
2019	Mar 31, 2020	$613M	$613M	7	4	0	n/a	n/a
2018	Mar 28, 2019	$508M	$508M	7	4	0	n/a	n/a
2017	Mar 20, 2018	$534M	$534M	7	3	0	n/a	n/a
2016	Mar 29, 2017	$468M	$468M	7	3	n/a	n/a	n/a
2015	Mar 17, 2016	$438M	$438M	7	3	n/a	n/a	n/a
2014	Mar 19, 2015	$439M	$439M	6	3	n/a	n/a	n/a
2013	Mar 18, 2014	$389M	$389M	6	3	n/a	n/a	n/a
2012	Mar 22, 2013	$352M	$352M	7	4	n/a	n/a	n/a
2011	Mar 26, 2012	$311M	$311M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$862M	$767M	12.4%	$742M	5.1%	6	6	0	0

Relationships

Registered with (7)

← Jeffrey Daniel McCoyAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← Charles Robert GardnerAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV
← MARSHALL DAVID MOONAdvisorregistration: previous registration
Sep 2, 2015 to Feb 1, 2016factForm ADV
← PAT DAVID MOONAdvisorregistration: current employment
Sep 28, 1999 to presentfactForm ADV
← BRADLEY EMMETT SMITHAdvisorregistration: previous registration
Feb 28, 2023 to Dec 24, 2024factForm ADV
← RICHARD BRYAN SIMPSONAdvisorregistration: previous registration
Mar 31, 2005 to Jan 25, 2006factForm ADV
← ELLIS MARTIN SLOANAdvisorregistration: previous registration
Feb 28, 1990 to Mar 30, 2005factForm ADV

Controls (1)

← MOON, PAT, DAVIDOwnerMANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 26, 2012 to Oct 7, 2024factForm ADV

Dated events

Occurred
Dec 24, 2024
Advisor changed firm
Bradley Emmett Smith left Meridian Investment Advisors for Caprock Wealth Management (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person left
Watson Lewis Vanness (Managing Principal, Director) no longer on Schedule A of Meridian Investment Advisors (listed 2022-07-25, absent 2023-03-28)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b312da4-8dbc-8ab6-d974-83bb683c29f0
First observed: Mar 26, 2012
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIDIAN INVESTMENT ADVISORS

MERIDIAN MANAGEMENT CO, CRD 110216

LITTLE ROCK, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b312da4-8dbc-8ab6-d974-83bb683c29f0

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAT DAVID MOON

Chartered Financial Analyst

LITTLE ROCK, AR

MARSHALL DAVID MOON

n/a

LITTLE ROCK, AR

Charles Robert Gardner

n/a

LITTLE ROCK, AR

n/a

Jeffrey Daniel McCoy

n/a

LITTLE ROCK, AR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOON, PAT, DAVID

MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

04/2000

Mar 26, 2012

Oct 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$862M

n/a

2024

Feb 24, 2025

$767M

n/a

2023

Mar 27, 2024

$772M

n/a

2022

Mar 28, 2023

$742M

n/a

2021

Mar 30, 2022

$810M

n/a

2020

Mar 30, 2021

$726M

n/a

2019

Mar 31, 2020

$613M

n/a

2018

Mar 28, 2019

$508M

n/a

2017

Mar 20, 2018

$534M

n/a

2016

Mar 29, 2017

$468M

n/a

2015

Mar 17, 2016

$438M

n/a

2014

Mar 19, 2015

$439M

n/a

2013

Mar 18, 2014

$389M

n/a

2012

Mar 22, 2013

$352M

n/a

2011

Mar 26, 2012

$311M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$862M

$767M

12.4%

$742M

5.1%