Merus Advisors, Llc
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ADV data as of Mar 27, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 62
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | — | — |
| Charitable organizations | 1 | — | — |
| Corporations and other businesses | 3 | — | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Backens | Registered representative | Sep 2016 (10y) | ||
| Todd Dawes | Registered representative | Sep 2016 (10y) | ||
| Kelly Reed Smith | Registered representative | Jan 2025 (2y) | ||
| Robert Lingle | Registered representative | Jan 2025 (2y) | ||
| Margaret Martin Loncki | Registered representative | 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) | 03/27/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗