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| Merit Financial Group LLC
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|---|---|
| CRD # | 142457 |
| SEC # | 801-67462 |
| CIK # | 0001621225, 0001524467 |
| AUM | $5.5 BB (2023-03-30) |
| Employees | 217 (47% Investors, 46% Brokers) |
| Phone | 678-867-7050 |
| Address | 2400 Lakeview Parkway Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001621225 0001524467 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| United Parcel Service Inc | 157.2 | 0.2 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Tesla Motors Inc | 723.4 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,074 | 2.0 |
| (b) Individuals (high net worth individuals) | 2,022 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,368 | 5.5 |
| By Discretionary | ||
| Discretionary | 19,176 | 5.5 |
| Non-Discretionary | 192 | 0.0 |
| Total | 19,368 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 19,368 | 5.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001524467] | |
| 13F-HR | [0001621225] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marcuard Family Office Ltd
✚
|
5.9 | |
|
Synovus Securities Inc
✚
|
GA | 5.8 |
|
FNB Investment Advisors Inc
✚
|
PA | 5.7 |
|
Advisors Capital Management LLC
✚
|
NJ | 5.6 |
|
Northwest Capital Management Inc
✚
|
OR | 5.5 |
|
Richmond Capital Management Inc
✚
|
VA | 5.4 |
|
Brightworth LLC
✚
|
GA | 5.4 |
|
GYL Financial Synergies LLC
✚
|
CT | 5.3 |
|
Choate Investment Advisors LLC
✚
|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |