MERLIN'S PRIEST
Firm details
- Headquarters
- ANDERSON, Indiana
- CRD number
- 334898
- Registered since
- February 27, 2026
Firm profile
FINTRXOverview
Merlin's Priest is organized as a limited liability company and is listed as SEC-registered in 2026. Ownership is indicated as an individual owner and the firm is classified in the dataset as "unclassified." The record flags Merlin's Priest as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also marked as a single-state adviser (not multi-state) and is not identified as a newly formed adviser in the dataset. Public-facing details about the firm's business model are minimal. The firm has not supplied information on its advisory activities, fee structure, client types, or broader business activities in the data provided, which limits visibility into its target market and service offerings.
Assets & Accounts
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
Owners & executives
1 of 1MIGUAL PATTERSON
Chief Executive OfficerCRD 5126220
Contacts
1 of 1John Upshaw
FinanceCRD 5511420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANDERSON, IN
MADISON
Location
ANDERSON, IN
Headquartered in ANDERSON, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MADISON
- Address
- 5411 Dr Mlk Jr Blvd
- Time zone
- ET (UTC-5)
- Office locations
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