Meritage Capital (CRD# 129257) is a financial advisory firm headquartered in Austin, TX. They manage $1,129,035,919 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,129MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$94,086,327
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
Alex Smith (CRD# 4734847) is an Investment Advisor Representative working at Meritage Capital in Austin, TX and has over 17 years of experience in the finance industry.
Glenn Stotts (CRD# 2777867) is an Investment Advisor Representative working at Meritage Capital in Austin, TX and has over 24 years of experience in the finance industry.