Pat Moon
Meridian Investment Advisors · Little Rock, Arkansas
Pat Moon is a fee-only financial advisor at Meridian Investment Advisors in Little Rock, Arkansas, who holds the CFA credential. Meridian Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Investment Advisors |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $861.6M across 458 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AR, TX · CRD 4347337 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.meridiania.com |
| Profile |
How Pat's firm compares
- Meridian Investment Advisors's average account is about $1.9 million, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Pat
Is Pat Moon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pat holds no broker registration, and Meridian Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pat charge for financial advice?
Pat's firm, Meridian Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Pat Moon based?
Pat Moon is based in Little Rock, Arkansas.
What credentials does Pat Moon hold?
Pat Moon holds the CFA credential.
Is Pat Moon registered with the SEC?
Yes. Pat Moon is registered as an investment adviser representative in AR and TX (CRD 4347337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Investment Advisors manage?
Meridian Investment Advisors reports $861.6M across 458 accounts in assets under management.
How do I contact Pat Moon?
Through Pat's website, www.meridiania.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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