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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-1989
- Office Locations
- 1
Office Locations
About Merit Advisors, Inc.
Merit Advisors helps energy companies identify and unlock “trapped value” through specialized tax and valuation advisory. The firm works across E&P, midstream, downstream, oilfield services, royalties/non-operated interests, and renewables, with casework reducing ad valorem/property tax assessments and addressing large use-tax audit exposures.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONALD LEE DILLINGHAM
President, Secretary
- CRD
- #1310888
- Ownership
- 75% or more
GARY BRUCE FRALEY
Chief Compliance Officer, Founder, Owner
- CRD
- #4630978
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK NELSON HOLLOWAY
Financial Advisors
- CRD
- #1342511
CHAD MICHAEL ROGERS
Chief Executive Officer, President
- CRD
- #4029698
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,059,874 | -- |
| Non-Discretionary | $128,832 | -- |
| Total | $33,188,706 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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