Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

MERIT FINANCIAL GROUP, LLC

dba MERIT FINANCIAL ADVISORS · CRD 142457 · Registered Investment Adviser

Custody via related person

MERIT FINANCIAL GROUP, LLC is a Registered Investment Adviser headquartered in ALPHARETTA, GA. The firm reports $23,875,298,692 in regulatory assets under management across 20,710 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$23,869,858,217
Non-discretionary$5,440,475
Total RAUM$23,875,298,692
Accounts20,710

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 142457. adviserinfo.sec.gov/firm/summary/142457.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.