# Merit Investment Management

> Merit Investment Management is a state-registered investment advisory firm in West Chester, PA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 149663
- Filed as: MERIT INVESTMENT MANAGEMENT
- Legal name: Merit Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149663
- AdvisorCensus page: https://advisorcensus.com/firm/merit-investment-management-west-chester-pa-149663

## Quick answers

**How is Merit Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Merit Investment Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Merit Investment Management located?**
Merit Investment Management's principal office is in West Chester, PA, according to its Form ADV.

**Is Merit Investment Management registered with the SEC or a state?**
Merit Investment Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 149663.

**How much does Merit Investment Management manage?**
Merit Investment Management reports $22,399,681 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Merit Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does Merit Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149663

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,399,681
- Discretionary: $22,399,681
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $21,196,452 |
| High net worth individuals | Fewer than 5 | $475,471 |
| Corporations or other businesses not listed above | Fewer than 5 | $727,758 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merit Investment Management (CRD 149663): Form ADV filing data as of October 2026.