Meridian Management Co
- Regulatory AUM
- $862M
- Discretionary
- $862M
- Clients
- 233
- Avg AUM / client
- $3.7M
- Accounts
- 458
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 88 | $46.9M | 5.44% |
| High net worth individuals | 103 | $333M | 38.6% |
| Pension and profit sharing plans | 28 | $341M | 39.5% |
| Charitable organizations | 7 | $12.0M | 1.39% |
| State or municipal government entities | 2 | $111M | 12.9% |
| Corporations and other businesses | 5 | $17.9M | 2.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Edafio Technologies, Llc 401(k) Plan Edafio Technologies, Llc | 2024 | |
| Chai, Inc. 401(k) Plan Clinton Health Access Initiative, Inc. | 2024 | |
| Area Agency On Aging Of Northwest Arkansas, Inc. Retirement Plan Area Agency On Aging Of Northwest Arkansas, Inc. | 2024 | |
| Central Moloney, Inc. Retirement Savings Plan For Employees Central Moloney, Inc. | Pine Bluff, AR | 2024 |
| Central Moloney, Inc. Hourly Employees 401(k) Plan Central Moloney | 2024 | |
| Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust Loch Harbour Group Inc | 2024 | |
| Garver Retirement Plan Garver, Llc | 2024 | |
| Jts Financial Services, Llc 401(k) Profit Sharing Plan Jts Financial Services, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pat David Moon | Managing Principal, President, Director & Chief Compliance Officer | CFA | Sep 1999 (27y) | 75% or more |
| Marshall David Moon | Registered representative | Mar 2018 (8y) | ||
| Charles Robert Gardner | Registered representative | Oct 2024 (2y) | ||
| Jeffrey Daniel Mc Coy | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Edafio Technologies, Llc 401(k) Plan | Edafio Technologies, Llc | 119 | $10.5M | 01/01/2024 |
| Chai, Inc. 401(k) Plan | Clinton Health Access Initiative, Inc. | 213 | $56.3M | 01/01/2024 |
| Area Agency On Aging Of Northwest Arkansas, Inc. Retirement Plan | Area Agency On Aging Of Northwest Arkansas, Inc. | 132 | $4.9M | 01/01/2024 |
| Central Moloney, Inc. Retirement Savings Plan For Employees | Central Moloney, Inc. | 271 | $33.9M | 01/01/2024 |
| Central Moloney, Inc. Hourly Employees 401(k) Plan | Central Moloney | 361 | $2.9M | 01/01/2024 |
| Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust | Loch Harbour Group Inc | 78 | $8.7M | 01/01/2024 |
| Garver Retirement Plan | Garver, Llc | 1,484 | $176M | 01/01/2024 |
| Jts Financial Services, Llc 401(k) Profit Sharing Plan | Jts Financial Services, Llc | 146 | $7.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $463M (54% of AUM) Mar 2026
- Fidelity Distributors Company Llc $156M (18% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $108M (21% of AUM) Mar 2019
- Northern Trust $92.0M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗