Data / Investment advisers / Alabama / Meld Financial, Inc.
Meld Financial, Inc., Birmingham, AL: $776 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Meld Financial, Inc. is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $776 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Meld Financial, Inc. (CRD number 118896): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 118896
- SEC file number
- 801-62981
- SEC status
- Approved, effective April 7, 2004
- Main office
- 3008 Pump House Rd., Birmingham, AL 35243
- Phone
- (205) 967-4200
- Website
- meldfinancial.com
- Regulatory AUM
- $776,399,278 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $776,399,278
- Accounts
- 1,942
- Employees
- 15, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 287 | $485 million |
| Individuals (other than high net worth individuals) | 827 | $255.7 million |
| Corporations or other businesses | 10 | $29.4 million |
| State or municipal government entities | 4 | $3.4 million |
| Charitable organizations | 2 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $776.4 million | March 24, 2026 |
| December 1, 2025 | $689.6 million | October 21, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oneascent Investment Solutions, LLC | Birmingham | $987.2 million | Not listed | adviserinfo.sec.gov |
| Oakworth Asset Management, LLC | Birmingham | $846.3 million | Not listed | adviserinfo.sec.gov |
| Mayfair Advisory Group, LLC | Birmingham | $806.4 million | Not listed | adviserinfo.sec.gov |
| Park Lane Advisors, LLC | Birmingham | $799 million | 3 | adviserinfo.sec.gov |
| BHK Investment Advisors | Birmingham | $794.1 million | Not listed | adviserinfo.sec.gov |
| Porter White Investment Advisors, Inc. | Birmingham | $748.2 million | Not listed | adviserinfo.sec.gov |
| BMSS Wesson Wealth Solutions | Birmingham | $704 million | Not listed | adviserinfo.sec.gov |
| Fairvoy Private Wealth, LLC | Birmingham | $605.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Meld Financial, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.