MERITAGE CAPITAL, LLC

MERITAGE CAPITAL
AUSTIN, Texas·15 registered advisors·CRD# 129257
SEC# 801-650110512.637.9700
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MERITAGE CAPITAL, LLC

15 registered advisors
Alex Charles Smith
AUSTIN, Texas
Charles Kemmons Jr Wilson
AUSTIN, Texas
Glenn Kelley Stotts
AUSTIN, Texas
John Gordon Mccolskey
AUSTIN, Texas
John Howard Abraham
AUSTIN, Texas
John R Martin
AUSTIN, Texas
John Wright Apperson
AUSTIN, Texas
Joseph Stanley Wade
AUSTIN, Texas
Kim E. Smith
AUSTIN, Texas
Lynn Meredith
AUSTIN, Texas
Michael Shannon Rhodes
AUSTIN, Texas
Michelle Sweda Ewart
AUSTIN, Texas
Robert Allen Wilson
AUSTIN, Texas
Spence Lee Wilson
AUSTIN, Texas
Thomas Joseph Meredith
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
15 advisors

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Data sourced from SEC Form ADV filings. MERITAGE CAPITAL, LLC (CRD# 129257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.