AdvisorOS Directory
Claim Profile
GS

Glenn Kelley Stotts

MERITAGE CAPITAL, LLC·AUSTIN, Texas
Unclaimed Profile
515 CONGRESS AVENUE, AUSTIN, TX 78701-3017CRD# 2777867Firm CRD# 129257
01

About

Glenn Kelley Stotts is a registered financial advisor based in AUSTIN, Texas, affiliated with MERITAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MERITAGE CAPITAL, LLC
MERITAGE CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERITAGE CAPITAL, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2777867
Firm CRD# 129257
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Glenn Kelley Stotts offer?
Glenn Kelley Stotts specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Glenn Kelley Stotts's credentials?
Glenn Kelley Stotts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glenn Kelley Stotts located?
Glenn Kelley Stotts is based in AUSTIN, Texas, working with MERITAGE CAPITAL, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Glenn Kelley Stotts charge for services?
Glenn Kelley Stotts's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERITAGE CAPITAL, LLC?
MERITAGE CAPITAL, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AUSTIN
Elizabeth Erin Coker — BAG SECURITIES, L.L.C.Donald Arthur Yacktman — YACKTMAN ASSET MANAGEMENT LPChristopher Reid Manning — GREENBELT CAPITAL MANAGEMENT L.P.John Paul Cunningham — ACRISURE CAPITAL MANAGEMENT LLCScott C. Kodak — JWKODAK CAPITAL MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile