Meridian Investment Counsel, Inc.
- Regulatory AUM
- $723M
- Discretionary
- $723M
- Clients
- 187
- Avg AUM / client
- $3.9M
- Accounts
- 619
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 237 positions, $419,911,779)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac | SPONSORED ADS | $28,605,440 | 84,644 | 6.81% | 3.95% |
| 2 | Apple Inc | COM | $17,987,253 | 70,875 | 4.28% | 2.49% |
| 3 | Ishares Gold Tr | ISHARES NEW | $10,752,875 | 121,970 | 2.56% | 1.49% |
| 4 | Microsoft Corp | COM | $10,342,262 | 27,939 | 2.46% | 1.43% |
| 5 | Chevron Corporation | COM | $9,008,219 | 43,539 | 2.15% | 1.25% |
| 6 | Select Sector Spdr Tr | STATE STREET UTI | $7,371,694 | 160,638 | 1.76% | 1.02% |
| 7 | Palantir Technologies Inc | CL A | $6,657,934 | 45,515 | 1.59% | 0.92% |
| 8 | Walmart Inc | COM | $6,583,609 | 52,974 | 1.57% | 0.91% |
| 9 | Norfolk Southn Corp | COM | $5,910,191 | 20,593 | 1.41% | 0.82% |
| 10 | Abbvie Inc | COM | $5,726,729 | 26,331 | 1.36% | 0.79% |
| 11 | Johnson & Johnson | COM | $5,726,496 | 23,427 | 1.36% | 0.79% |
| 12 | Ishares Tr | RUSSELL 2000 ETF | $5,561,896 | 22,427 | 1.32% | 0.77% |
| 13 | Travelers Companies Inc | COM | $5,356,120 | 18,363 | 1.28% | 0.74% |
| 14 | State Str Spdr S&P Midcap 40 | UTSER1 S&PDCRP | $5,273,490 | 8,550 | 1.26% | 0.73% |
| 15 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $5,135,587 | 26,759 | 1.22% | 0.71% |
| 16 | Capital One Finl Corp | COM | $4,596,324 | 25,195 | 1.09% | 0.64% |
| 17 | Berkshire Hathaway Inc Del | CL B NEW | $4,506,876 | 9,405 | 1.07% | 0.62% |
| 18 | Gilead Sciences Inc | COM | $4,480,746 | 32,150 | 1.07% | 0.62% |
| 19 | Select Sector Spdr Tr | STATE STREET IND | $4,349,243 | 26,892 | 1.04% | 0.6% |
| 20 | Capital Group Intl Focus Eqt | SHS CREATION UNI | $4,258,061 | 144,390 | 1.01% | 0.59% |
| 21 | Fedex Corp | COM | $4,207,198 | 11,812 | 1.0% | 0.58% |
| 22 | Ishares Tr | EXPND TEC SC ETF | $4,178,307 | 35,257 | 1.0% | 0.58% |
| 23 | Adobe Inc | COM | $4,095,898 | 16,850 | 0.98% | 0.57% |
| 24 | Bank America Corp | COM | $4,009,639 | 82,249 | 0.95% | 0.55% |
| 25 | Home Depot Inc | COM | $3,956,876 | 12,031 | 0.94% | 0.55% |
Top 25 of 237 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $681M | 94.2% |
| High net worth individuals | 118 | $34.6M | 4.79% |
| Pension and profit sharing plans | 0 | $4.1M | 0.57% |
| Charitable organizations | 0 | $3.5M | 0.49% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nancy Woodall | President & Chief Compliance Officer | CFA Chartered Investment Counselor | Sep 2004 (22y) | Less than 5% |
| Woodall, Michael, Lawrence | Cfo & Secretary | Sep 2004 (22y) | Less than 5% | |
| John Gregory Kerns | Registered representative | Mar 2005 (21y) | ||
| Anita Singh | Registered representative | CFP | Jun 2022 (4y) | |
| Christopher Cooper Young | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Woodall Family 2010 Trust U/A Dtd 5/5/10 Fbo Nancy Woodall & Michael L. Woodall | Shareholder | Dec 2010 | A | 75% or more |
| Woodall Family 2010 Trust U/A Dtd 5/5/10 Fbo Nancy Woodall & Michael L. Woodall | Shareholder | Dec 2010 | B | 75% or more of Meridian Investment Counsel Inc. (indirect) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.03 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $713M (99% of AUM) Mar 2026
- Interactive Brokers $633K (0% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗