| 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% |
