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Merit Advisors, Inc.

Headquartered in OKLAHOMA CITY, OK

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Firm Information

Merit Advisors, Inc. is an investment advisor registered with the SEC. The firm manages approximately $2.9 million in assets for 18 clients, including both high-net-worth individuals and individuals other than high-net-worth. The firm offers portfolio management services, market timing services, and a variety of other services tailored to individual clients.

Merit Advisors, Inc.

$2.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Signal service provided to third party advisors and institutions

Branch Locations (1)

MERIT ADVISORS, INC. has a total of 1 branch locations across the country.
location

OKLAHOMA CITY, OK

Advisors at Merit Advisors, Inc.

View All 4 Advisors
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Mark Nelson Holloway

RA

OKLAHOMA CITY, OK

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Donald Lee Dillingham

CFA®, RA

OKLAHOMA CITY, OK

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Gary Bruce Fraley

CFA®, RA

OKLAHOMA CITY, OK

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Chad Michael Rogers

CFC®, RA

OKLAHOMA CITY, OK

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Disclosures

There are no public disclosures for Merit Advisors, Inc..

Frequently Asked Questions (7)

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