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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | VICE PRESIDENT AND GENERAL MANAGER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BURRIS, PATRICIA, LYNN | I | VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | NA | |
| BURRIS, PATRICIA, LYNN | I | VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | NA | |
| BURRIS, PATRICIA, LYNN | I | VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | NA | |
| BURRIS, PATRICIA, LYNN | I | VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | NA | |
| CONNOR, WILLIAM, DRAKE | I | VICE PRESIDENT, PLANNING | NA | |
| CONNOR, WILLIAM, DRAKE | I | VICE PRESIDENT, PLANNING | NA | |
| CONNOR, WILLIAM, DRAKE | I | VICE PRESIDENT, PLANNING | NA | |
| CONNOR, WILLIAM, DRAKE | I | VICE PRESIDENT, PLANNING | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | NA | |
| MAY, BLAKE, W | I | PARTNER | NA | Control |
| MAY, BLAKE, W | I | PARTNER | NA | Control |
| MAY, BLAKE, W | I | PARTNER | NA | Control |
| MAY, BLAKE, W | I | PARTNER | NA | Control |
| WHITTINGTON, KYLE, B | I | VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES | NA | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF FINANCIAL OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF LEGAL OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | PRESIDENT | E | Control |
| MCGARVEY, MARK, ALAN | I | CHAIRMAN | E | Control |
| MCGARVEY, MARK, ALAN | I | CHAIRMAN | E | Control |
| MCGARVEY, MARK, ALAN | I | CHAIRMAN | E | Control |
| MCGARVEY, MARK, ALAN | I | CHAIRMAN | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| WHITTINGTON, KYLE, B | I | CCO, PRESIDENT, OWNER | E | Control |
| MAY, BLAKE, W | I | PARTNER | B | Control |
| MAY, BLAKE, W | I | PARTNER | B | Control |
| MAY, BLAKE, W | I | PARTNER | B | Control |
| MAY, BLAKE, W | I | PARTNER | B | Control |
| MAY, BLAKE, W | I | PARTNER | B | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES | B | Control |
| WHITTINGTON, KYLE, B | I | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES | B | Control |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A | |
| CORNEHLSEN, JAMES, BRYAN | I | PARTNER | A |
Registrations
Federal
IA
Oct 21, 2025 REGISTERED
Notice Filings (18)
AL CA CO FL GA IA IN LA MO MS NC NE NY SC TN TX VA VT
Address
3008 PUMP HOUSE RD.BIRMINGHAM, AL 35243
United States
Phone: 205-967-4200