MERANTI CAPITAL PARTNERS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 309776
- Website
- www.meranti.capital
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals88.3%
- Other11.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meranti Capital Partners, Inc. is an independent registered investment advisor (RIA) that focuses on providing financial planning and portfolio management services primarily for individuals and families. The firm operates under a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. As an independent entity, it does not act as a capital allocator and is not affiliated with any larger financial institutions. The firm does not actively engage in environmental, social, and governance (ESG) investing, and it does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2Joseph Stacy
PRINCIPAL & WEALTH ADVISORCRD 2908631
STEPHEN CARVELLI
Client Experience ManagerCRD 1305661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1349 W Peachtree St NW
- Time zone
- ET (UTC-5)
- Office locations
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