# MERITAGE PORTFOLIO MANAGEMENT, INC.

MERITAGE PORTFOLIO MANAGEMENT, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 107177
- Type: SEC-registered investment adviser
- SEC file number: 801-39348
- Location: 7500 COLLEGE BLVD, SUITE 1212, OVERLAND PARK, KS, 66210
- Phone: 913-345-7000
- Latest filing: 2026-02-04
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $142.7M
- Clients: 18
- Accounts: 1,480

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Bradley Anthony Bergman | OWNER | — |
| Mark Everett Eveans | PRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER | — |
| James Milgram Klein | DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER | — |
| Deborah Kay Eveans | VP OF FINANCE & CHIEF COMPLIANCE OFFICER | — |
| Sharon Lee Divine | PRINCIPAL & SR. PORTFOLIO MANAGER | — |
| Leonard Curtis Mitchell | PRINCIPAL AND SR. PORTFOLIO MGR | — |
| Zachary Howard Shafran | CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER | — |
| EVEANS MARK EVERETT | PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER (+1 more) | — |
| BASH THOMAS JOSEPH | CONSULTANT; MANAGING DIRECTOR; SEC./TREASURER & MANAGING DIRECTOR | — |
| KLEIN JAMES MILGRAM | DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER; MANAGING DIRECTOR; MANAGING DIRECTOR, TREASURER & SECRETARY (+1 more) | — |
| BERGMAN BRADLEY ANTHONY | OWNER | — |
| EVEANS DEBORAH KAY | VP OF FINANCE & CHIEF COMPLIANCE OFFICER | — |
| SCROGHAM SHARON LEE | PRINCIPAL & SR. PORTFOLIO MANAGER | — |
| MITCHELL LEONARD CURTIS | PRINCIPAL AND SR. PORTFOLIO MGR | — |
| SHAFRAN ZACHARY HOWARD | CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER | — |
| DIVINE SHARON LEE | PRINCIPAL & SR. PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107177/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107177/similar
- Related entities: https://search.stillhousedata.com/firm/107177/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107177

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.