DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Meridian Capital Management Group, Inc.

Former SEC-registered adviserUniontown, OhioCRD 136583SEC 801-117577websiteIAPD
Latest filing Feb 27, 2025
First filing on the tape Jan 30, 2012 · 15 filings
SEC status approved since Nov 4, 2019
RAUM
$182M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$181M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$182M as of Feb 27, 2025
Jan 30, 2012$58.1M then
HNW client RAUM$118M as of Feb 27, 2025
Jan 27, 2020$55.0M then
State-registered IARs (5.B.3)2 as of Feb 27, 2025
Jan 30, 20120 then
Employees (5.A)3 as of Feb 27, 2025
Jan 27, 20203 then
Private funds: no history
RAUM +9.6% over the last fiscal year+8.5% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Feb 27, 2025; every figure names its basis
RAUM per advisor
$91.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
152derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.3MderivedHNW RAUM over HNW clients
Average account
$258,169derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+9.6%derivedbetween the last two annual amendments
Advisor growth, one year
-33%derivedItem 5.B.3 between annual amendments
Client growth, one year
-33%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$118M65%
  • Individuals$63.0M35%
  • Corporations and businesses$1.1M0.6%
Individual clients
252reported
HNW clients
52reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
706reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Peter Laakso · Vice President - Investmentscontrol
      since 08/2014 · owns less than 5%
    • Francis Joseph Strancar · President / Chief Compliance Officercontrol
      since 09/2005 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Uniontown, Oh · principal000
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 457 to 706
      Apr 15, 2024 to Feb 27, 2025
    • Advisory employees · 3 to 2
      Apr 15, 2024 to Feb 27, 2025
    • HNW clients · 37 to 52
      Apr 15, 2024 to Feb 27, 2025
    • Individual clients · 418 to 252
      Apr 15, 2024 to Feb 27, 2025
    • Employees · 4 to 3
      Apr 15, 2024 to Feb 27, 2025
    • State-registered IARs · 3 to 2
      Apr 15, 2024 to Feb 27, 2025
    • Discretionary RAUM · $165M to $180M
      Apr 15, 2024 to Feb 27, 2025
    • HNW RAUM · $85.3M to $118M
      Apr 15, 2024 to Feb 27, 2025
    • Individual RAUM · $79.5M to $63.0M
      Apr 15, 2024 to Feb 27, 2025
    • Non-discretionary RAUM · $1.7M to $2.0M
      Apr 15, 2024 to Feb 27, 2025
    • RAUM · $166M to $182M
      Apr 15, 2024 to Feb 27, 2025
    • Accounts · 451 to 457
      Mar 21, 2023 to Feb 5, 2024
    • HNW clients · 29 to 37
      Mar 21, 2023 to Feb 5, 2024
    • Individual clients · 420 to 418
      Mar 21, 2023 to Feb 5, 2024
    • Discretionary RAUM · $145M to $165M
      Mar 21, 2023 to Feb 5, 2024
    • HNW RAUM · $65.5M to $85.3M
      Mar 21, 2023 to Feb 5, 2024
    • Individual RAUM · $79.3M to $79.5M
      Mar 21, 2023 to Feb 5, 2024
    • Non-discretionary RAUM · $1.5M to $1.7M
      Mar 21, 2023 to Feb 5, 2024
    • RAUM · $146M to $166M
      Mar 21, 2023 to Feb 5, 2024
    • Accounts · 661 to 451
      Mar 4, 2022 to Feb 15, 2023
    • Corporate clients · 1.0 to unset
      Mar 4, 2022 to Feb 15, 2023
    • HNW clients · 35 to 29
      Mar 4, 2022 to Feb 15, 2023
    • Individual clients · 376 to 420
      Mar 4, 2022 to Feb 15, 2023
    • Discretionary RAUM · $141M to $145M
      Mar 4, 2022 to Feb 15, 2023
    • HNW RAUM · $74.6M to $65.5M
      Mar 4, 2022 to Feb 15, 2023
    • Individual RAUM · $66.9M to $79.3M
      Mar 4, 2022 to Feb 15, 2023
    • Non-discretionary RAUM · $1.7M to $1.5M
      Mar 4, 2022 to Feb 15, 2023
    • RAUM · $143M to $146M
      Mar 4, 2022 to Feb 15, 2023
    • Accounts · 576 to 661
      Aug 24, 2021 to Mar 4, 2022
    • HNW clients · 27 to 35
      Aug 24, 2021 to Mar 4, 2022
    • Individual clients · 333 to 376
      Aug 24, 2021 to Mar 4, 2022
    • Discretionary RAUM · $131M to $141M
      Aug 24, 2021 to Mar 4, 2022
    • HNW RAUM · $62.0M to $74.6M
      Aug 24, 2021 to Mar 4, 2022
    • Individual RAUM · $68.6M to $66.9M
      Aug 24, 2021 to Mar 4, 2022
    • Non-discretionary RAUM · $397,534 to $1.7M
      Aug 24, 2021 to Mar 4, 2022
    • RAUM · $132M to $143M
      Aug 24, 2021 to Mar 4, 2022
    • Accounts · 551 to 576
      May 26, 2020 to Mar 9, 2021
    • Advisory employees · 2 to 3
      May 26, 2020 to Mar 9, 2021
    • HNW clients · 22 to 27
      May 26, 2020 to Mar 9, 2021
    • Individual clients · 326 to 333
      May 26, 2020 to Mar 9, 2021
    Signals
    9 dated events
    • Meridian Capital Management Group, Inc. no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $182.3M)
      Jul 1, 2025 · Left the SEC roster · derived
    • Joseph Francis Strancar left Meridian Capital Management Group, Inc. for Beese Fulmer Private Wealth Management (registered 2025-07-02)
      Jun 30, 2025 · Advisor changed firm · fact
    • Bradley James Fergason left Meridian Capital Management Group, Inc. for Beese Fulmer Private Wealth Management (registered 2025-07-02)
      Jun 30, 2025 · Advisor changed firm · fact
    • 2 advisors left Meridian Capital Management Group, Inc. (Uniontown, OH) for Beese Fulmer Private Wealth Management on the same day
      Jun 30, 2025 · Team lift-out · derived
    • Peter Laakso left Meridian Capital Management Group, Inc. for Priority Investment Management Llc (registered 2024-11-01)
      Nov 8, 2024 · Advisor changed firm · fact
    • James Bradley Fergason (Vice President) no longer on Schedule A of Meridian Capital Management Group, Inc. (listed 2022-03-04, absent 2023-02-15)
      Feb 15, 2023 · Control person left · inference
    • Peter Laakso (Vice President - Investments) appeared on Schedule A of Meridian Capital Management Group, Inc.
      Apr 26, 2021 · Control person joined · fact
    • James Bradley Fergason (Vice President) appeared on Schedule A of Meridian Capital Management Group, Inc.
      Apr 26, 2021 · Control person joined · fact
    • Meridian Capital Management Group, Inc. filed its initial SEC registration (Form ADV)
      Oct 3, 2019 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026