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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon radialCapital
- Established Date
- 04-09-2021
- Office Locations
- 1
Office Locations
About Meritor Capital
Meritor Capital is a Colorado-registered RIA led by Christopher Meyer, providing values-based financial planning and investment management for successful individuals and families, including entrepreneurs. The firm focuses on active asset allocation, primarily using public funds and ETFs, and may use select private funds where appropriate, alongside tax, insurance, and business-succession planning. Custody includes Charles Schwab; supports held-away accounts via Pontera.
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Owner & Executives
CHRISTOPHER PAUL MEYER
Chief Compliance Officer, Principal
- CRD
- #6551031
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,806,000 | -- |
| Non-Discretionary | $9,268,000 | -- |
| Total | $25,074,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,074,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,586,598,705 | 55.8% |
| Private Funds | $3,633,112,235 | 44.2% |
| Total | $8,219,710,940 | 100.0% |