RIA Intel›Advisers›New Hampshire›JOHN ADDISON MERRILL

JOHN ADDISON MERRILL

Advisory

NH

Data as of Mar 13, 2024 · Source: SEC Form ADV

Average account

$910K

across 4 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2024.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

THEODORE SVIRBLY, SOLE PROPRIETOR

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$5M

ROCK SOLID INVESTMENTS LLC

$5M

RAMPART WEALTH MANAGEMENT, LLC

$2M

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