MERIDIAN FINANCIAL PARTNERS LLC

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Meridian Financial Partners is based out of Warrenton. Meridian Financial Partners is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $228,824,964 (Form ADV from 2020-02-21). Their last reported 13F filing for Q2 2020 included $110,402,000 in managed 13F securities and a top 10 holdings concentration of 66.6%. Meridian Financial Partners's largest holding is SPDR Doubleline Total Return Tactical ETF with shares held of 394,360. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $110.402 Million
  • Prior Market Value $92.585 Million
  • New Purchases14 stocks
  • Additional Purchases40 stocks
  • Sold out of4 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 66.60 %
  • Turnover % [1]:30.00%
  • Turnover Alt % [2]: 11.58 %
  • Time Held Top20:5.00 quarters
  • Time Held Top10:5.10 quarters
  • Time Held All:4.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 22.78%
Performance Last 4 Quarters: -2.22%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MERIDIAN FINANCIAL PARTNERS LLC
39 SOUTH 4TH STREET
WARRENTON VA    20186
Country: United States

Business Phone: (540)-878-5416
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 93,069,500
Total Number of Clients: 319
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MERIDIAN FINANCIAL PARTNERS LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
YAKEL, SARAH, JEAN MANAGING MEMBER, CO-FOUNDER, CCO 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
GILBERT, NATHANIEL, SCOTT MANAGING MEMBER, CO-FOUNDER 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01

MERIDIAN FINANCIAL PARTNERS LLC

ownership team - last updated 2020-02-21
Name Title Start Date Direct/Indirect % Ownership

MERIDIAN FINANCIAL PARTNERS LLC

ownership team - last updated 2019-08-23
Name Title Start Date Direct/Indirect % Ownership
YAKEL, SARAH, JEAN MANAGING MEMBER, CO-FOUNDER, CCO 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
GILBERT, NATHANIEL, SCOTT MANAGING MEMBER, CO-FOUNDER 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01

MERIDIAN FINANCIAL PARTNERS LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
YAKEL, SARAH, JEAN MANAGING MEMBER, CO-FOUNDER, CCO 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
GILBERT, NATHANIEL, SCOTT MANAGING MEMBER, CO-FOUNDER 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01

MERIDIAN FINANCIAL PARTNERS LLC

ownership team - last updated 2018-06-20
Name Title Start Date Direct/Indirect % Ownership
YAKEL, SARAH, JEAN MANAGING MEMBER, CO-FOUNDER, CCO 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER, CCO direct 2015-09-01
GILBERT, NATHANIEL, SCOTT MANAGING MEMBER, CO-FOUNDER 09/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOWMAN WEALTH ADVISORS, LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01
MERIDIAN FINANCIAL PARTNERS LLC MANAGING MEMBER, CO-FOUNDER direct 2015-09-01

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