RIA Intel›Advisers›Colorado›MERITOR CAPITAL, LLC

MERITOR CAPITAL, LLC

Advisory

GREENWOOD VILLAGE, CO

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$2M

across 11 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$16M

Non-Discretionary AUM$9M

Discretionary %63%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

7 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

ABBOUD FINANCIAL PLANNING, INC.

$25M

NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC

$25M

SWEET INTELLIGENCE INC

$25M

SCHIELD MANAGEMENT COMPANY

$25M

MECHTENBERG FINANCIAL GROUP INC

$25M

PYRAMID PEAK CAPITAL, LLC

$25M

Get the full picture on MERITOR CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MERITOR CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans