Merit Advisors, Inc.

Overview

Merit Advisors, Inc. is a corporation operating as a non‑independent retail registered investment adviser with an individual owner. The firm focuses on serving individual and family clients, offering portfolio management for individuals and small businesses alongside market‑timing services. Its fees are charged as a percentage of assets under management and through other agreed arrangements. Merit Advisors is affiliated with a broker‑dealer and does not present itself as a multi‑state adviser, pension consultant, or a dedicated capital allocator. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives