Meridian Financial Partners Llc
- Regulatory AUM
- $628M
- Discretionary
- $625M
- Clients
- 583
- Avg AUM / client
- $1.1M
- Accounts
- 1,522
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 238 | $44.8M | 7.14% |
| High net worth individuals | 320 | $553M | 88.1% |
| Pension and profit sharing plans | 1 | $75.9K | 0.01% |
| Charitable organizations | 9 | $23.2M | 3.7% |
| Corporations and other businesses | 15 | $6.3M | 1.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathaniel Scott Gilbert | Managing Partner, Co Founder | Sep 2015 (11y) | 25% – 50% | |
| Sarah Jean Yakel | Managing Partner, Co Founder, Cco | CFP | Sep 2015 (11y) | Less than 5% |
| Sarah Glover Irving | Member | CFP | Jan 2021 (6y) | Less than 5% |
| Yakel, Jonathan, David | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of The Sarah J. Yakel Revocable Living Trust U/A Dated February 16, 2024 (indirect) | |
| Daniel James Fortunato | Registered representative | CFP | Feb 2025 (1y) | |
| Kira Lane Topeka | Registered representative | Feb 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Sarah J. Yakel Revocable Living Trust U/A Dated February 16, 2024 | Managing Member | May 2024 | A | 25% – 50% |
Undisclosed: 0% – 50% 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) | 03/18/2026 | 952 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $628M (100% 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗