Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    1,137
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • 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
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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