MC
Meritoak Capital Llc
State-registered
Investment Adviser
CRD 330246
· Leesburg, VA
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ADV data as of Dec 01, 2024
- Regulatory AUM
- —
- Discretionary
- —
- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/01/2024 | 509 KB | 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
Not reported.
Custody
Firm reports it does not have 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: Dec 01, 2024.
View current Form ADV (SEC/IAPD) ↗