Meld Financial, Inc.

Overview

Meld Financial, Inc. is an SEC registered investment adviser based in Vestavia, AL, registered since 2004. It reports $776M in assets under management across 1,942 accounts, with 15 employees. It has 10 investment adviser representatives.

Reported AUM

$776M

Discretionary

100%

Accounts

1,942

Average account

$4K

Employees

15

Advisory reps

10

Registered since

2004

Jurisdictions

15

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Kyle B Whittington Managing Partner, President CRD 5295189
• Holly Marie Criss Chief Compliance Officer CRD 5451078
• Blake W May Partner CRD 6407811

1 more executive officer, with direct contact details

Advisory reps 3 of 10

• Madison Caswell Investment Adviser Rep CRD 7045926
• Ashley BURRELL Crawford Insurance Agent · Investment Adviser Rep CRD 6494331
• Matthew Douglas Gensler Investment Adviser Rep CRD 1312436

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3008 Pump House Rd
Vestavia, AL 35243

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: brookstonewealth.com

Every state, with registration dates

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