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MERIT ADVISORS, INC.
CRD 113999 · SEC 801-62024
121 NE 50TH STREET, OKLAHOMA CITY, OK, 73105, United States
Phone
405-748-5335
Fax
405-748-5015
Registration
— (—)
Source
State registered
Total AUM
$33.2M
Discretionary AUM
$33.1M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Portfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $17.2M |
| High net worth individuals | 7 | $16.0M |
Official SEC filing: View on IAPD