MELD FINANCIAL, INC.
CRD #118896 SEC #801-62981 BIRMINGHAM, AL 205-967-4200
SEC Registered
Total AUM
$689.6M
Discretionary
$689.6M
Employees
15
Clients
0
Accounts
1,846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $689.6M | $689.6M | $0 | 15 | 0 |
| Jul 2025 | $689.6M | $689.6M | $0 | 15 | 0 |
| Mar 2025 | $689.6M | $689.6M | $0 | 15 | 0 |
| Oct 2024 | $594.4M | $594.4M | $0 | 11 | 0 |
| Mar 2024 | $594.4M | $594.4M | $0 | 11 | 0 |
| Jun 2023 | $512.3M | $512.3M | $0 | 13 | 0 |
| Mar 2023 | $512.3M | $512.3M | $0 | 13 | 0 |
| Oct 2022 | $585.9M | $506.8M | $79.1M | 11 | 0 |
| Mar 2022 | $585.9M | $506.8M | $79.1M | 11 | 0 |
| Dec 2021 | $427.1M | $427.1M | $0 | 10 | 5 |
| Mar 2021 | $427.1M | $427.1M | $0 | 10 | 5 |
| Jun 2020 | $418.2M | $352.3M | $66M | 8 | 14 |
| Mar 2020 | $418.2M | $352.3M | $66M | 8 | 14 |
| Mar 2019 | $346.8M | $255.1M | $91.8M | 8 | 12 |
| Jul 2018 | $406.9M | $237.3M | $169.5M | 8 | 11 |
| Mar 2018 | $406.9M | $237.3M | $169.5M | 8 | 11 |
| Apr 2017 | $339.7M | $176.8M | $162.8M | 5 | 500 |
| Mar 2017 | $339.7M | $176.8M | $162.8M | 5 | 500 |
| Mar 2016 | $278.9M | $221M | $57.9M | 9 | 500 |
| Apr 2015 | $260.3M | $203.6M | $56.8M | 6 | 500 |
| Feb 2014 | $194.1M | $156.3M | $37.8M | 6 | 236 |
| Feb 2013 | $167M | $128.2M | $38.8M | 6 | 236 |
| Feb 2013 | $167M | $128.2M | $38.8M | 6 | 236 |
| Mar 2012 | $148.3M | $112.6M | $35.7M | 1 | 227 |
| Nov 2011 | $179.4M | $106.7M | $72.7M | 1 | 251 |
| Apr 2011 | $179.4M | $106.7M | $72.7M | 5 | -- |
| Mar 2011 | $179.4M | $106.7M | $72.7M | 5 | -- |
| Mar 2009 | $81.2M | $66.4M | $14.8M | 10 | -- |
| Mar 2007 | $81.8M | $70.3M | $11.5M | 5 | -- |
| Dec 2005 | $60.6M | $55.8M | $4.8M | 5 | -- |
| Mar 2004 | $41.1M | $36.3M | $4.8M | 5 | -- |
DateOct 2025
Total AUM$689.6M
Discretionary$689.6M
Non-Disc.$0
Employees15
Clients0
DateJul 2025
Total AUM$689.6M
Discretionary$689.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$689.6M
Discretionary$689.6M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$594.4M
Discretionary$594.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$594.4M
Discretionary$594.4M
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$512.3M
Discretionary$512.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$512.3M
Discretionary$512.3M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$585.9M
Discretionary$506.8M
Non-Disc.$79.1M
Employees11
Clients0
DateMar 2022
Total AUM$585.9M
Discretionary$506.8M
Non-Disc.$79.1M
Employees11
Clients0
DateDec 2021
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees10
Clients5
DateMar 2021
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees10
Clients5
DateJun 2020
Total AUM$418.2M
Discretionary$352.3M
Non-Disc.$66M
Employees8
Clients14
DateMar 2020
Total AUM$418.2M
Discretionary$352.3M
Non-Disc.$66M
Employees8
Clients14
DateMar 2019
Total AUM$346.8M
Discretionary$255.1M
Non-Disc.$91.8M
Employees8
Clients12
DateJul 2018
Total AUM$406.9M
Discretionary$237.3M
Non-Disc.$169.5M
Employees8
Clients11
DateMar 2018
Total AUM$406.9M
Discretionary$237.3M
Non-Disc.$169.5M
Employees8
Clients11
DateApr 2017
Total AUM$339.7M
Discretionary$176.8M
Non-Disc.$162.8M
Employees5
Clients500
DateMar 2017
Total AUM$339.7M
Discretionary$176.8M
Non-Disc.$162.8M
Employees5
Clients500
DateMar 2016
Total AUM$278.9M
Discretionary$221M
Non-Disc.$57.9M
Employees9
Clients500
DateApr 2015
Total AUM$260.3M
Discretionary$203.6M
Non-Disc.$56.8M
Employees6
Clients500
DateFeb 2014
Total AUM$194.1M
Discretionary$156.3M
Non-Disc.$37.8M
Employees6
Clients236
DateFeb 2013
Total AUM$167M
Discretionary$128.2M
Non-Disc.$38.8M
Employees6
Clients236
DateFeb 2013
Total AUM$167M
Discretionary$128.2M
Non-Disc.$38.8M
Employees6
Clients236
DateMar 2012
Total AUM$148.3M
Discretionary$112.6M
Non-Disc.$35.7M
Employees1
Clients227
DateNov 2011
Total AUM$179.4M
Discretionary$106.7M
Non-Disc.$72.7M
Employees1
Clients251
DateApr 2011
Total AUM$179.4M
Discretionary$106.7M
Non-Disc.$72.7M
Employees5
Clients--
DateMar 2011
Total AUM$179.4M
Discretionary$106.7M
Non-Disc.$72.7M
Employees5
Clients--
DateMar 2009
Total AUM$81.2M
Discretionary$66.4M
Non-Disc.$14.8M
Employees10
Clients--
DateMar 2007
Total AUM$81.8M
Discretionary$70.3M
Non-Disc.$11.5M
Employees5
Clients--
DateDec 2005
Total AUM$60.6M
Discretionary$55.8M
Non-Disc.$4.8M
Employees5
Clients--
DateMar 2004
Total AUM$41.1M
Discretionary$36.3M
Non-Disc.$4.8M
Employees5
Clients--