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Merit Financial Group, LLC

● SEC registered since 2007CRD 142457SEC# 801-67462Alpharetta, GA
Export (members)
Reg. AUM
$10.58B
Employees
279
Accounts
31,882
Location
Alpharetta, GA

Merit Financial Group, LLC assets under management

Merit Financial Group, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2007. It reports $10.6 billion in regulatory assets under management and employs 279 people.
www.instagram.com/meritfinadvisorView on SEC.gov ↗

Merit Financial Group, LLC owners & executives

12 reported
NameTitleOwnershipSince
Chrissy A Lee ControlChief Operating OfficerUnder 5%2022
John Douglas Baxley ControlChief Compliance OfficerUnder 5%2023
Kay Lynn Mayhue ControlPresidentUnder 5%2017
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Frequently asked questions

How much does Merit Financial Group, LLC manage?

Merit Financial Group, LLC reports $10.6 billion in regulatory assets under management on its Form ADV.

How many employees does Merit Financial Group, LLC have?

Merit Financial Group, LLC reports 279 employees.

Where is Merit Financial Group, LLC located?

Merit Financial Group, LLC is based in Alpharetta, GA and has been SEC-registered since 2007.

Does Merit Financial Group, LLC disclose fund performance?

Merit Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
Phone678-867-7050
Fax678-867-7060
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1621225
Discloses disciplinary historyNo

Assets under management

Discretionary$10.57B
Non-discretionary$8.9M
Total (RAUM)$10.58B