ALLMERITS ASSET, LLC

Overview

Allmerits Asset, LLC is a small, owner-operated advisory firm that concentrates on portfolio management for individuals and small businesses while also providing pension consulting and the selection of other advisers. The firm acts as a capital allocator: its filings show a core reliance on public mutual funds as the primary vehicle for client portfolios and a targeted use of third‑party managers for alternative exposure, specifically real estate. Fee arrangements combine a percentage of assets under management with hourly charges, and the firm maintains an insurance affiliation that supports use of insurance-wrapped products in client solutions. Allmerits operates with a discretionary mandate over the bulk of its assets, indicating it implements investment decisions on behalf of clients rather than solely providing advice. The client mix includes individual and family households alongside institutional relationships, and the firm’s activity profile emphasizes working through established custodians and product distributors to execute mutual fund, annuity and alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices