MERIT ADVISORS, INC.

Overview

Merit Advisors, Inc. is a small, client-focused advisory firm that serves individuals and families. The firm primarily provides discretionary portfolio management and also offers market timing services, indicating a willingness to make tactical allocation shifts alongside strategic sleeves. Its business model leans on fee-based relationships (percentage of AUM plus other fees) and it operates with an owner-owned structure that markets to private clients rather than institutions or pensions. Investment activity centers on pooled public funds as the core of managed assets, while the firm supplements core holdings with third-party alternative managers across a range of private-market strategies. Merit Advisors’ affiliation with broker-dealer channels supports access to both retail mutual fund platforms and private placement/alternative offerings, which it uses selectively for clients who can tolerate illiquidity and complexity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices