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| Merit Financial Group LLC
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|---|---|
| CRD # | 142457 |
| SEC # | 801-67462 |
| CIK # | 0001621225, 0001524467 |
| AUM | 23.88 B (2026-06-08) |
| Employees | 470 (49% Investors, 87% Brokers) |
| Phone | 678-867-7050 |
| Address | 2400 Lakeview Parkway Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,696 | 6.7 |
| (b) Individuals (high net worth individuals) | 4,344 | 11.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 434 | 4.4 |
| (h) Charitable organizations | 52 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 184 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 20,710 | 23.9 |
| By Discretionary | ||
| Discretionary | 20,702 | 23.9 |
| Non-Discretionary | 8 | 0.0 |
| Total | 20,710 | 23.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.9 | |
| Total | 20,710 | 23.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001524467] | |
| 13F-HR | [0001621225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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