MER CAPITAL MANAGEMENT, LLC

Overview

MER Capital Management, LLC is a small, owner-operated advisory firm that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s regulatory profile and business activities show a hybrid background: it operates as a law firm and is affiliated with real estate brokerage activity. Advisory services span portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus publication and educational offerings. MER Capital’s stated investment preference is equities, and its portfolios are heavily weighted to exchange-traded securities rather than cash or fixed income. The firm is not an active ESG investor and is not structured as a multi-state adviser or pension consultant. Investment behavior and client coverage point to a boutique, hands-on approach: small client counts, discretionary management across accounts, and use of third-party alternatives in real estate and commodities to complement equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices