M
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2013
- Office Locations
- 1
Office Locations
-- Jacksonville FL
About Merrell Brothers, LLC
Merrell Brothers, LLC is a Jacksonville-based RIA. The firm has been operating for 13 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$203.1K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Owner & Executives
R
RYAN DALE MERRELL
INVESTMENT MANAGER
- CRD
- #6115812
- Ownership
- 75% or more
(578) 439-2785
peak.catalyst@insightcapital.com
in linkedin.com/in/alpha-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,280,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,280,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,280,000
Equity - Exchange:
46.0% Cash:
54.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,667,443,071 | 46.0% |
| Cash | $3,131,346,214 | 54.0% |
| Total | $5,798,789,285 | 100.0% |