# Merus Advisors, LLC

> Merus Advisors, LLC is a state-registered investment advisory firm in Santa Barbara, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 284725
- Filed as: MERUS ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284725
- AdvisorCensus page: https://advisorcensus.com/firm/merus-advisors-llc-santa-barbara-ca-284725

## Quick answers

**How is Merus Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Merus Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Merus Advisors, LLC located?**
Merus Advisors, LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Merus Advisors, LLC registered with the SEC or a state?**
Merus Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284725.

**What types of clients does Merus Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); corporations or other businesses not listed above (3); charitable organizations (1).

**Does Merus Advisors, LLC 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/284725

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | Not reported |
| Charitable organizations | 1 | Not reported |
| Corporations or other businesses not listed above | 3 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- merusadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merus Advisors, LLC (CRD 284725): Form ADV filing data as of October 2026.