Merrell Brothers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165148
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.58%
- Individuals35.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Merrell Brothers, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Its fee model blends a percentage-of-assets-under-management charge with hourly fees for certain services. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Ryan Merrell
Vice PresidentCRD 6115812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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