M
Meritor Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,074,000
Total clients
7
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$3,582,000
About
Meritor Capital provides investment management, financial planning, and investment consulting to individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm offers ongoing management engagements, standalone planning projects, and consulting arrangements that leave implementation with the client when requested.
Portfolios are constructed around an Investment Planning Document tailored to each client’s goals, with long-term asset-allocation targets and a preference for third‑party managers and pooled funds (including private funds and separately managed accounts). Clients may grant discretionary trading authority or retain final approval; the adviser also manages “held‑away” retirement accounts using an order‑management system (Pontera) to coordinate advice across custodians.
Compared with many peers, Meritor Capital discloses advising a nonprofit/charitable organization and providing institutional-style consulting that the firm notes it does not generally offer to new clients. The firm also reports a material portion of assets advised on a non‑discretionary basis (about $9.27 million as of the brochure date) and routinely works through third‑party managers and held‑away account arrangements to implement client strategies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Passive / index investing
Active portfolio management
Fee options
Planning Projects: fixed fee generally ranging from $3,000 to $6,000, negotiable.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.36% annually
Account minimum: $500,000 Fee-only: Ongoing Planning and Investment Consulting: flat annual fee generally ranging from $6,000 to $12,000, negotiable.
Main office location
Meritor Capital
2549 West Main Street, Suite 201
Littleton CO 80120, United States
Number of offices
1
Most active in
Meritor Capital has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")