Merit Financial Group, LLC
● SEC registered since 2007CRD 142457SEC# 801-67462Alpharetta, GA
Reg. AUM
$23.88B
Employees
470
Accounts
20,710
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 $23.9 billion in regulatory assets under management and employs 470 people.
Merit Financial Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Andrew Control | Chief Investment Officer | Under 5% | 2024 |
| Chrissy A Lee Control | Chief Operating Officer | Under 5% | 2022 |
| John Douglas Baxley Control | Chief Compliance Officer | Under 5% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Merit Financial Group, LLC manage?
Merit Financial Group, LLC reports $23.9 billion in regulatory assets under management on its Form ADV.
How many employees does Merit Financial Group, LLC have?
Merit Financial Group, LLC reports 470 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
| Address | 2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009 |
| Phone | 678-867-7050 |
| Fax | 678-867-7060 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1621225 |
| Discloses disciplinary history | No |
Regulatory AUM
$23.88B▲ 126%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$23.88Bregulatory AUM
Discretionary $23.87BNon-discretionary $5.4M