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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

CRD 136583

UNIONTOWN, OH

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:b2c2662e-b408-e1c2-a14f-e0a653744f26

Data as of Feb 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
On other graphs: 0
Observed: Jan 30, 2012 to Feb 27, 2025
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $182MItem 5.F on the latest filing (2025-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $180M
Private client RAUM: $181MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 706
Individual clients: 252
High net worth clients: 52
SEC number: 801-117577
CRD: 136583
Filings on the tape: 15
First filed: Jan 30, 2012
Latest filed: Feb 27, 2025
Organised: Corporation, OH
Website: mercapgroup.com

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
LAAKSO, PETER	VICE PRESIDENT - INVESTMENTS	Na	yes	08/2014	Apr 26, 2021	Apr 15, 2024
STRANCAR, JOSEPH, FRANCIS	PRESIDENT / CHIEF COMPLIANCE OFFICER	E	yes	09/2005	Jan 30, 2012	Apr 15, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 27, 2025	$182M	$180M	3	2	0	n/a	n/a
2023	Feb 5, 2024	$166M	$165M	4	3	0	n/a	n/a
2022	Feb 15, 2023	$146M	$145M	4	3	0	n/a	n/a
2021	Mar 4, 2022	$143M	$141M	4	3	0	n/a	n/a
2020	Mar 9, 2021	$132M	$131M	4	3	0	n/a	n/a
2019	Jan 27, 2020	$118M	$117M	3	2	0	n/a	n/a
2011	Jan 30, 2012	$58.1M	$57.6M	n/a	n/a	n/a	n/a	n/a

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
2024	$182M	$166M	9.6%	$143M	8.5%	3	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEESE FULMER PRIVATE WEALTH MANAGEMENT	2	Jun 30, 2025	Jul 2, 2025	UNIONTOWN, OH	Team lift out	RIA to RIA	100.0%

Relationships

Moved with (1)

→ BEESE FULMER PRIVATE WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Jun 30, 2025 to Jul 2, 2025factForm ADV

Registered with (3)

← JOSEPH FRANCIS STRANCARAdvisorregistration: previous registration
Sep 22, 2005 to Jun 30, 2025factForm ADV
← Bradley James FergasonAdvisorregistration: previous registration
Mar 3, 2021 to Jun 30, 2025factForm ADV
← PETER LAAKSOAdvisorregistration: previous registration
Oct 6, 2014 to Nov 8, 2024factForm ADV

Controls (2)

← STRANCAR, JOSEPH, FRANCISOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 30, 2012 to Apr 15, 2024factForm ADV
← LAAKSO, PETEROwnerVICE PRESIDENT - INVESTMENTS, ownership code NA, individual
Apr 26, 2021 to Apr 15, 2024factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
Meridian Capital Management Group, Inc. no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $182.3M)
Form ADVobserved 4 days ago
$182M
Occurred
Jun 30, 2025
Team lift-out
2 advisors left Meridian Capital Management Group, Inc. (Uniontown, OH) for Beese Fulmer Private Wealth Management on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jun 30, 2025
Advisor changed firm
Bradley James Fergason left Meridian Capital Management Group, Inc. for Beese Fulmer Private Wealth Management (registered 2025-07-02)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Joseph Francis Strancar left Meridian Capital Management Group, Inc. for Beese Fulmer Private Wealth Management (registered 2025-07-02)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2024
Advisor changed firm
Peter Laakso left Meridian Capital Management Group, Inc. for Priority Investment Management Llc (registered 2024-11-01)
Form ADVobserved 4 days ago
Occurred
Feb 15, 2023
Control person left
James Bradley Fergason (Vice President) no longer on Schedule A of Meridian Capital Management Group, Inc. (listed 2022-03-04, absent 2023-02-15)
Form ADVobserved 4 days ago
Occurred
Apr 26, 2021
Control person joined
Peter Laakso (Vice President - Investments) appeared on Schedule A of Meridian Capital Management Group, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 26, 2021
Control person joined
James Bradley Fergason (Vice President) appeared on Schedule A of Meridian Capital Management Group, Inc.
Form ADVobserved 4 days ago
Occurred
Oct 3, 2019
First Form ADV filing
Meridian Capital Management Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2c2662e-b408-e1c2-a14f-e0a653744f26
First observed: Jan 30, 2012
Last observed: Feb 27, 2025 18 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 CAPITAL MANAGEMENT GROUP, INC.

CRD 136583

UNIONTOWN, OH

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:b2c2662e-b408-e1c2-a14f-e0a653744f26

Data as of Feb 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAAKSO, PETER

VICE PRESIDENT - INVESTMENTS

yes

08/2014

Apr 26, 2021

Apr 15, 2024

STRANCAR, JOSEPH, FRANCIS

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

09/2005

Jan 30, 2012

Apr 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 27, 2025

$182M

$180M

n/a

2023

Feb 5, 2024

$166M

$165M

n/a

2022

Feb 15, 2023

$146M

$145M

n/a

2021

Mar 4, 2022

$143M

$141M

n/a

2020

Mar 9, 2021

$132M

$131M

n/a

2019

Jan 27, 2020

$118M

$117M

n/a

2011

Jan 30, 2012

$58.1M

$57.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$182M

$166M

9.6%

$143M

8.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Jun 30, 2025

Jul 2, 2025

UNIONTOWN, OH

Team lift out

RIA to RIA

100.0%