firm profile
Merit Advisors, Inc.
Overview
Merit Advisors, Inc. is a state registered investment adviser based in Oklahoma City, OK, registered since 2007. It reports $33.2M in assets under management across 96 accounts, with 4 employees. It has 4 investment adviser representatives.
- Reported AUM
- $33.2M
- Discretionary
- 100%
- Accounts
- 96
- Average account
- $346K
- Employees
- 4
- Advisory reps
- 4
- Registered since
- 2007
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees and Percentage of Assets
Executive officers 2 of 2
- Donald Lee Dillingham President, Secretary CRD 1310888
- Gary Bruce Fraley Chief Compliance Officer CRD 4630978
Advisory reps 3 of 4
- Donald Lee Dillingham Registered Rep · Investment Adviser Rep CRD 1310888
- Gary Bruce Fraley Registered Rep · Investment Adviser Rep CRD 4630978
- Mark Nelson Holloway Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1342511
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 121 NE 50th St
Oklahoma City, OK 73105 - County
- Oklahoma
- Metro area
- Oklahoma City, OK
- Region
- South
Registrations
- State registered
- Registered in 3 jurisdictions
Every state, with registration dates
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