RIA Intel›Advisers›Kansas›MERITAGE PORTFOLIO MANAGEMENT, INC.

MERITAGE PORTFOLIO MANAGEMENT, INC.

Advisory

N·OVERLAND PARK, KS

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+2.0%

3-Year CAGR

+8.3%

Employees

11

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.3B

Non-Discretionary AUM$143M

Discretionary %94.1%

Total Clients544

Team

Total Employees11

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingFeb 27, 2001

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MERITAGE PORTFOLIO MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.