TRUSTMERIT CAPITAL

Overview

Trustmerit Capital is a small, fee-based wealth advisory firm that focuses on managed portfolios for individuals and small businesses. The firm operates as an LLC under a single-owner structure and runs a percentage-of-AUM fee model. Investment activity is tilted toward liquid public markets, with a clear preference for equity exposure delivered through exchange-traded securities and related account structures. Trustmerit Capital does not position itself as an ESG- or pension-focused adviser; its practice centers on discretionary portfolio management for private clients. Portfolio construction appears to favor straightforward equity orientation with supplemental exposure to pooled products. The adviser custodizes assets at mainstream custodians and manages accounts with an eye toward liquidity and tradability, which supports its emphasis on exchange-traded equities and mutual funds for core allocation and tactical adjustments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices