# MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL GROUP, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 142457
- Type: SEC-registered investment adviser
- SEC file number: 801-67462
- Location: 2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA, 30009
- Phone: 678-867-7050
- Latest filing: 2026-06-08
- Regulatory AUM: $23.9B
- Discretionary AUM: $23.9B
- Non-discretionary AUM: $5.4M
- Clients: 470
- Accounts: 20,710

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (25)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142457/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142457/similar
- Related entities: https://search.stillhousedata.com/firm/142457/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142457

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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.