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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERIDIAN INVESTMENT COUNSEL, INC.

CRD 131655

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:efc47cb1-a620-8809-24d9-409165ca7253

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Nov 29, 2011 to Mar 27, 2026
24 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $723MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $723M
Private client RAUM: $716MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $241Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 619
Individual clients: 69
High net worth clients: 118
SEC number: 801-63191
CIK: 1427351
CRD: 131655
Filings on the tape: 24
First filed: Nov 29, 2011
Latest filed: Mar 27, 2026
Organised: Corporation, CA

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
NANCY WOODALL	Chartered Financial Analyst\|Chartered Investment Counselor	LAFAYETTE, CA	22	27	2	no
JOHN GREGORY KERNS	n/a	LAFAYETTE, CA	21	45	1	no
ANITA SINGH	Certified Financial Planner	LAFAYETTE, CA	4	21	2	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
WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL	Shareholder	E	yes	12/2010	Mar 21, 2017	Mar 27, 2024
WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL	Shareholder	E	yes	12/2010	Mar 21, 2017	Mar 27, 2024
WOODALL, MICHAEL, LAWRENCE	Trustee	F	yes	12/2010	Nov 29, 2011	Mar 27, 2024
WOODALL, MICHAEL, LAWRENCE	CFO & SECRETARY	Na	yes	09/2004	Nov 29, 2011	Mar 27, 2024
WOODALL, NANCY	Trustee	F	yes	12/2010	Nov 29, 2011	Mar 27, 2024
WOODALL, NANCY	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	09/2004	Nov 29, 2011	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOHN KERNS	n/a	n/a	n/a	Y	no	n/a

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
2025	Mar 27, 2026	$723M	$723M	8	4	0	n/a	n/a
2024	Mar 28, 2025	$539M	$539M	8	4	0	n/a	n/a
2023	Mar 27, 2024	$487M	$487M	6	4	0	n/a	n/a
2022	Mar 31, 2023	$425M	$425M	7	5	0	n/a	n/a
2021	Mar 30, 2022	$486M	$486M	7	5	0	n/a	n/a
2020	Mar 31, 2021	$405M	$405M	7	5	0	n/a	n/a
2019	Mar 31, 2020	$384M	$384M	7	5	0	n/a	n/a
2018	Mar 29, 2019	$313M	$313M	6	4	0	n/a	n/a
2017	Mar 30, 2018	$332M	$332M	6	4	0	n/a	n/a
2016	Mar 21, 2017	$274M	$274M	4	3	n/a	n/a	n/a
2015	Mar 28, 2016	$257M	$257M	5	3	n/a	n/a	n/a
2014	Mar 30, 2015	$254M	$254M	5	3	n/a	n/a	n/a
2013	Mar 28, 2014	$229M	$229M	5	3	n/a	n/a	n/a
2012	Mar 27, 2013	$178M	$178M	4	2	n/a	n/a	n/a
2011	Mar 30, 2012	$162M	$162M	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	1	-1	33.3%	0	1	0	0	2

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	$723M	$539M	34.1%	$425M	19.4%	8	8	0	0

Relationships

Affiliated with (1)

← NAUTA CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← ANITA SINGHAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← JOHN GREGORY KERNSAdvisorregistration: current employment
Mar 29, 2005 to presentfactForm ADV
← NANCY WOODALLAdvisorregistration: current employment
Sep 15, 2004 to presentfactForm ADV
← CHRISTOPHER COOPER YOUNGAdvisorregistration: previous registration
Jul 29, 2013 to Jul 27, 2026factForm ADV
← DANIEL AARON HOROWITZAdvisorregistration: previous registration
Apr 25, 2019 to Feb 19, 2024factForm ADV

Controls (3)

← WOODALL, NANCYOwnerTRUSTEE, ownership code F, individual
Nov 29, 2011 to Mar 27, 2024factForm ADV
← WOODALL, MICHAEL, LAWRENCEOwnerTRUSTEE, ownership code F, individual
Nov 29, 2011 to Mar 27, 2024factForm ADV
← WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALLOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 21, 2017 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jul 27, 2026
Advisor changed firm
Christopher Cooper Young left Meridian Investment Counsel, Inc. for Farther (registered 2026-07-01)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2026
Regulatory AUM changed
Meridian Investment Counsel, Inc. reported RAUM $723.4M, up 34% from $539.4M (2025-11-21 to 2026-03-27)
Form ADVobserved 5 days ago
$184M
Occurred
Feb 19, 2024
Advisor changed firm
Daniel Aaron Horowitz left Meridian Investment Counsel, Inc. for Invantage Capital Llc (registered 2025-09-16)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efc47cb1-a620-8809-24d9-409165ca7253
First observed: Nov 29, 2011
Last observed: Mar 27, 2026 5 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 COUNSEL, INC.

CRD 131655

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:efc47cb1-a620-8809-24d9-409165ca7253

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NANCY WOODALL

Chartered Financial Analyst|Chartered Investment Counselor

LAFAYETTE, CA

JOHN GREGORY KERNS

n/a

LAFAYETTE, CA

ANITA SINGH

Certified Financial Planner

LAFAYETTE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL

Shareholder

yes

12/2010

Mar 21, 2017

Mar 27, 2024

WOODALL FAMILY 2010 TRUST U/A DTD 5/5/10 FBO NANCY WOODALL & MICHAEL L. WOODALL

Shareholder

yes

12/2010

Mar 21, 2017

Mar 27, 2024

WOODALL, MICHAEL, LAWRENCE

Trustee

yes

12/2010

Nov 29, 2011

Mar 27, 2024

WOODALL, MICHAEL, LAWRENCE

CFO & SECRETARY

yes

09/2004

Nov 29, 2011

Mar 27, 2024

WOODALL, NANCY

Trustee

yes

12/2010

Nov 29, 2011

Mar 27, 2024

WOODALL, NANCY

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

09/2004

Nov 29, 2011

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOHN KERNS

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$723M

n/a

2024

Mar 28, 2025

$539M

n/a

2023

Mar 27, 2024

$487M

n/a

2022

Mar 31, 2023

$425M

n/a

2021

Mar 30, 2022

$486M

n/a

2020

Mar 31, 2021

$405M

n/a

2019

Mar 31, 2020

$384M

n/a

2018

Mar 29, 2019

$313M

n/a

2017

Mar 30, 2018

$332M

n/a

2016

Mar 21, 2017

$274M

n/a

2015

Mar 28, 2016

$257M

n/a

2014

Mar 30, 2015

$254M

n/a

2013

Mar 28, 2014

$229M

n/a

2012

Mar 27, 2013

$178M

n/a

2011

Mar 30, 2012

$162M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$723M

$539M

34.1%

$425M

19.4%