{
  "crd_number": 113999,
  "slug": "merit-advisors-inc-oklahoma-city-ok-113999",
  "primary_business_name": "MERIT ADVISORS, INC.",
  "legal_name": "MERIT ADVISORS, INC.",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2007-01-26",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 33188706.0,
  "raum_discretionary": 33059874.0,
  "raum_non_discretionary": 128832.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17216849.0,
      "count": 89
    },
    "high_net_worth_individuals": {
      "raum": 15971857.0,
      "count": 7
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "market_timing",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "OK"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113999",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/merit-advisors-inc-oklahoma-city-ok-113999",
  "display_name": "Merit Advisors, Inc.",
  "summary": "Merit Advisors, Inc. is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Merit Advisors, Inc. (CRD 113999): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Market timing services"
  ],
  "quick_answers": [
    {
      "q": "How is Merit Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Merit Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Merit Advisors, Inc. located?",
      "a": "Merit Advisors, Inc.'s principal office is in Oklahoma City, OK, according to its Form ADV."
    },
    {
      "q": "Is Merit Advisors, Inc. registered with the SEC or a state?",
      "a": "Merit Advisors, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 113999."
    },
    {
      "q": "How much does Merit Advisors, Inc. manage?",
      "a": "Merit Advisors, Inc. reports $33,188,706 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Merit Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (7)."
    },
    {
      "q": "Does Merit Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113999"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/merit-advisors-inc-oklahoma-city-ok-113999.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 17216849.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 15971857.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113999",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}