Meritage Capital, LLC

Meritage Capital, LLC (CRD# 129257) is a financial advisory firm headquartered in Austin, TX. They manage $1,116,374,216 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,116
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $69,773,389
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Meritage Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas J. Meredith
CRD#: 4735052
114 West 7th Street, Suite 1300, Austin, TX 78701
93
Wealthminder
score

Thomas Meredith (CRD# 4735052) is an Investment Advisor Representative working at Meritage Capital, LLC in Austin, TX and has over 14 years of experience in the finance industry.

2
Alex C. Smith
CRD#: 4734847
114 West 7th Street, Suite 1300, Austin, TX 78701
93
Wealthminder
score

Alex Smith (CRD# 4734847) is an Investment Advisor Representative working at Meritage Capital, LLC in Austin, TX and has over 14 years of experience in the finance industry.

3
Glenn K. Stotts
CRD#: 2777867
515 Congress Avenue, Suite 2200, Austin, TX 78701
93
Wealthminder
score

Glenn Stotts (CRD# 2777867) is an Investment Advisor Representative working at Meritage Capital, LLC in Austin, TX and has over 21 years of experience in the finance industry.

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