Merit Financial is an investment advisor in Alpharetta with $3.68 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453686413
SEC advisor number
801-67462
FINRA CRD number
142457
AUM ?
$3.68 bn
(as of 23 Nov 22)
Accounts
10,460
(as of 23 Nov 22)
Employees
154
(71 investment advisory or research)
Address
Merit Financial
2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA
GA 30009
2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA
GA 30009
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
678-867-7050
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kent, Rick, Lee | Chief Executive Officer | 03/1997 | < 5% |
Blanton, Douglas, Lee | Chief Investment Officer / Chief Financial Officer | 10/2017 | < 5% |
Mayhue, Kay, Lynn | President | 11/2017 | < 5% |
Christensen, Mark, Roald | Chief Compliance Officer | 01/2022 | < 5% |
Merit Financial, Inc. | Owner | 10/2011 | 25-50% |
Project Alpha Acquistion, LLC | Owner | 12/2020 | 25-50% |
Merit Intermediate Holdings, LLC | Intermediate Holding Company Owner of the Investment Adviser | 03/2022 | > 75% |
Merit Holdings, LLC | Holding Company Owner of Investment Adviser | 01/2022 | > 75% |
Lee, Chrissy, a | Chief Operating Officer | 10/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22