Equity Investment Excellence Since 2008

Managing $3.1 billion in assets for institutional and high-net-worth clients

$3.1B
Assets Under Management
185
Investment Professionals
15+
Years Average Experience
3
Office Locations

Investment Philosophy

At Meridian Equity Advisors, we believe in a disciplined, research-driven approach to equity investing. Our focus on fundamental analysis and long-term value creation has consistently delivered strong risk-adjusted returns for our clients.

We integrate environmental, social, and governance (ESG) factors into our investment process, recognizing that sustainable business practices are essential for long-term success.

Learn More About Our Approach

Performance Highlights

2020
2021
2022
2023
2024

Past performance does not guarantee future results. All investments carry risk of loss.

Our Locations

Tampa

Tampa Headquarters

201 N Franklin Street, Suite 2800
Tampa, FL 33602

(813) 555-0123

Los Angeles

Los Angeles Office

633 West 5th Street, Suite 2600
Los Angeles, CA 90071

(213) 555-0124

Chicago

Chicago Office

233 S Wacker Drive, Suite 4500
Chicago, IL 60606

(312) 555-0125