M
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Open the full profile to inspect shifts in element pioneer.
Open the full profile to inspect shifts in foundation radial.
Premium access reveals conviction themes in peak vertex harbor.
Unlock to see real insight on fusion matrix.
Request access to benchmark trends tied to frontier.
Open the full profile to inspect shifts in catalyst pioneer.
See the complete signal summary connected to glacier.
Full visibility includes strategy notes for value foundation.
No keyword tags available.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |