MERITOAK CAPITAL LLC
Firm details
- Headquarters
- LEESBURG, Virginia
- CRD number
- 330246
Firm profile
FINTRXOverview
Meritoak Capital LLC operates as a limited liability company focused on investment management. The firm is classified as unclassified and does not engage in capital allocation or hold a specific client base. While it does not actively pursue ESG investments, it has established itself in the financial services sector without being a newly formed adviser or a multi-state adviser. The firm has not disclosed its fee structure or business activities, which limits insight into its operational model.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Matthew Pierson
CEO and FounderCRD 8016569
Contacts
1 of 1Kirsten Pierson
Co-OwnerCRD 8016570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEESBURG, VA
LOUDOUN
Location
LEESBURG, VA
Headquartered in LEESBURG, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 19 E Market St
- Time zone
- ET (UTC-5)
- Office locations
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