Merit Financial Group LLC

Merit Financial Group LLC is a Delaware-based Limited Liability Company that serves 121 clients with a staff of 103 employees, 52 of whom are in advisory roles. The firm is SEC-approved and has been registered since January 31, 2007.

• AMELIA BABASA WOOD

  CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER owns less than 5%

• DOUGLAS LEE BLANTON

  CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER owns less than 5%

• FINANCIAL DEVELOPMENT SYSTEMS, LLC

  OWNER owns more than 10% but less than 25%

• MERIT FINANCIAL, INC.

  OWNER owns more than 50% but less than 75%

• RICK LEE KENT

  CHIEF EXECUTIVE OFFICER owns less than 5%

• WISDOM THEORY FINANCIAL HOLDINGS, LLC

  OWNER owns more than 10% but less than 25%

• GREGORY VINCENT GERHARD

  MEMBER

• JOSEPH L OWENBY

  MANAGING MEMBER owns 75% or more

• KAY LYNN MAYHUE

  MANAGING MEMBER owns 75% or more

• Tandemgrowth Financial Advisors LLC
• Forthright Wealth Management LLC
• Financial Soundings Investment Advisor LLC
• The Wealth Enhancement Group Inc
• ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP
• Vident Advisory LLC
• Albritton Capital Management Co
• Clear Investment Research LLC
• Wildermuth Asset Management LLC
• Redwood Wealth Management LLC

• A Deep Dive into Merit Financial Group's Q4 2022 vs. Q1 2023 13F Holdings