Merit Advisors, Inc.
- Regulatory AUM
- $33.2M
- Discretionary
- $33.1M
- Clients
- 96
- Avg AUM / client
- $346K
- Accounts
- 96
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $17.2M | 51.9% |
| High net worth individuals | 7 | $16.0M | 48.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Lee Dillingham | Registered representative | CFA | Sep 2012 (14y) | |
| Mark Nelson Holloway | Registered representative | May 2017 (9y) | ||
| Gary Bruce Fraley | Registered representative | CFA | Jul 2024 (2y) | |
| Chad Michael Rogers | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Other fees
- • SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS
Services
- • Portfolio management for individuals/small businesses
- • Market timing services
Custody
Reported custodians
- Truist Financial Corp $32.2M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗