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Bradley James Fergason

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.·UNIONTOWN, Ohio
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3500 MASSILLON ROAD, UNIONTOWN, OH 44685CRD# 5575995Firm CRD# 136583
01

About

Bradley James Fergason is a registered financial advisor based in UNIONTOWN, Ohio, affiliated with MERIDIAN CAPITAL MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
AUM
$166M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5575995
Firm CRD# 136583
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley James Fergason offer?
Bradley James Fergason specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNIONTOWN, Ohio for a consultation.
What are Bradley James Fergason's credentials?
Bradley James Fergason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley James Fergason located?
Bradley James Fergason is based in UNIONTOWN, Ohio, working with MERIDIAN CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.
How does Bradley James Fergason charge for services?
Bradley James Fergason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN CAPITAL MANAGEMENT GROUP, INC.?
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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