MERIT FINANCIAL GROUP, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 142457). Regulatory assets under management: $23.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kent M Lee | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Kent Lee | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MEMBER (+3 more) | Minneapolis, MN |
| Rick Lee Kent | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Kay Lynn Mayhue | PRESIDENT | Alpharetta, GA |
| Chrissy A Lee | CHIEF OPERATING OFFICER | — |
| Michael Kevin Mitchell | CHIEF FINANCIAL OFFICER | — |
| John Douglas Baxley | CHIEF COMPLIANCE OFFICER | — |
| BAXLEY JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
| DAVIS JEFFREY L | MEMBER | — |
| MITCHELL KEVIN | CHIEF FINANCIAL OFFICER | — |
| LEE GERALD A | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CCO | — |
| TRAER WILLIAM MONTGOMERY | PRESIDENT | — |
| MAYHUE KAY LYNN | MANAGING MEMBER; PRESIDENT | — |
| OWENBY JOSEPH L | MANAGING MEMBER | — |
| GERHARD GREGORY VINCENT | MEMBER | — |
| WOOD AMELIA BABASA | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| BLANTON DOUGLAS LEE | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | — |
| STRAUB KELLY LEE | PRESIDENT | — |
| GILL RICHARD PASCHALL | ELECTED MANAGER | — |
| CHRISTENSEN MARK ROALD | CHIEF COMPLIANCE OFFICER | — |
| Kalbaugh Andy | ELECTED MANAGER | — |
| SCLAFANI RAYMOND S | ELECTED MANAGER | — |
| Brian Andrew | CHIEF INVESTMENT OFFICER | — |
| Joseph H Coles | CHIEF FINANCIAL OFFICER | — |
| John W. Iv Martin | GENERAL COUNSEL | — |