Tech stack
No one at Meridian Investment Counsel, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $473M held · filed Mar 2024
Interactive Brokers
Per Form ADV · $633K held · filed Mar 2024