MERANTI CAPITAL PARTNERS, INC.

RIASEC Registered
Total AUM
$855K
Discretionary
$855K
100% of AUM
Avg account
$42.8K
Accounts
20
Employees
1
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
309776
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • Joseph Stacy

    PRINCIPAL & WEALTH ADVISORCRD 2908631

  • STEPHEN CARVELLI

    Client Experience ManagerCRD 1305661

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth