MERITOR CAPITAL

RIASEC Registered

Total AUM

$25.1M

Discretionary

$15.8M

63% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GREENWOOD VILLAGE, Colorado
CRD number: 313102
Website: www.meritorcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI57.26%
Charitable Organizations36.96%
Individuals5.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Meritor Capital is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm charges both percentage-of-AUM and fixed fees and offers financial planning alongside discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions. Meritor Capital also performs selection-of-other-advisers work, indicating it sources external managers rather than relying solely on in‑house strategies. The adviser does not identify as an active ESG investor and operates from a single state jurisdiction.