# Merion Realty Advisers, LLC

> Merion Realty Advisers, LLC is an SEC-registered investment advisory firm in Wynnewood, PA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 158507
- Filed as: MERION REALTY ADVISERS, LLC
- Also doing business as: MERION REALTY PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wynnewood, PA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158507
- AdvisorCensus page: https://advisorcensus.com/firm/merion-realty-advisers-llc-wynnewood-pa-158507

## Quick answers

**How is Merion Realty Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Merion Realty Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Merion Realty Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated April 20, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Merion Realty Advisers, LLC located?**
Merion Realty Advisers, LLC's principal office is in Wynnewood, PA, according to its Form ADV.

**Is Merion Realty Advisers, LLC registered with the SEC or a state?**
Merion Realty Advisers, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158507.

**How much does Merion Realty Advisers, LLC manage?**
Merion Realty Advisers, LLC reports $99,316,639 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**How have Merion Realty Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Merion Realty Advisers, LLC: Regulatory assets under management: $108,583,278 in the October 2021 data and $99,316,639 in the October 2026 data, down 9%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Merion Realty Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Merion Realty Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158507

**What changed in Merion Realty Advisers, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 20, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> The Firm charges its clients annual advisory fees that generally range from 0.5% to 2.0% of an asset fee base.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $99,316,639
- Discretionary: $99,316,639
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $99,316,639 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mainlineco.com](https://mainlineco.com)
- [merionrealtypartners.com](https://merionrealtypartners.com)
- [merionresidential.com](https://merionresidential.com)
- LinkedIn @merion-realty-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,583,278 | 9 | September 28, 2021 |
| October 2022 | $130,850,836 | 8 | April 29, 2022 |
| October 2023 | $96,083,380 | 8 | May 15, 2023 |
| October 2024 | $71,760,873 | 7 | June 18, 2024 |
| October 2025 | $67,947,679 | 7 | April 29, 2025 |
| October 2026 | $99,316,639 | 9 | June 2, 2026 |

Regulatory assets under management: $108,583,278 in the October 2021 data and $99,316,639 in the October 2026 data, down 9%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $67,947,679 to $103,902,990 (+53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merion Realty Advisers, LLC (CRD 158507): Form ADV filing data as of October 2026.