Scott
Poepping

Meridan Capital, LLC

CRD#5095794
Investment Advisor
in Seattle, WA

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About this Advisor

Scott Poepping is an advisor who works in Seattle, Washington. Currently a registered investment advisor with Meridan Capital, LLC, they have accumulated an impressive 21 years of professional experience. Poepping holds a Series 65 license, certifying them as an investment advisor representative. Poepping is registered to serve investors in Washington. During their career, the advisor has held roles at Meridan Capital, LLC and Meridan Capital. Meridan Capital, LLC is headquartered in Seattle, Washington. As a company, Meridan Capital, LLC oversees $18 million in assets dispersed across 36 client accounts and employs one person on staff. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 83% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Meridan Capital, LLC can provide portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. The firm may charge clients asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1001 Fourth Avenue Suite 3200
Seattle, WA 98154

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Meridan Capital, LLC Brokerage Details

Total Assets Under Management

$17,970,259

WA Average: $3,566,627,242
Total Number of Employees

1

WA Average: 46
Total Number of Accounts

36

WA Average: 1,499
Average Account Size

$499,174

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other

Scott Poepping Work History

Scott has 21 years of experience.

2006 - Present (15 years)

Meridan Capital, LLC

1999 - Present (22 years)

Meridan Capital

Disclosures

Scott Poepping has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Meridan Capital, LLC

Scott Poepping
Seattle, WA

This content was compiled from the SEC and FINRA.

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