Meritage Capital
Meritage Capital (CRD# 129257) is a financial advisory firm headquartered in Austin, TX. They manage $1,136,906,380 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,137MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$94,742,198
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

Registered Investment Advisor
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
No Advisor Found.
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