Meritus Capital Management, Inc. (Elgin)

Name: Meritus Capital Management, Inc.
Address: 645 Tollgate Road, Suite 140, Elgin, IL, 60123
Telephone: 847-289-7700

Meritus Capital Management, Inc. is an adviser based in Elgin. It manages $36.14 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2006.

Meritus Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meritus Capital Management: assets under management

The assets under management (AUM) of Meritus Capital Management, Inc. is $36.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $501.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meritus Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Meritus Capital Management, Inc.

Lynn Marie Schmidt has been acting as President since 1 Jun 1998. Anthony Joseph Czechorski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lynn Marie Schmidt	President	1 Jun 1998	75% - 100%	2702014
Anthony Joseph Czechorski	Chief compliance officer	1 Feb 2006	Other	1017989

Based in Elgin

The principal office where Meritus Capital Management, Inc. performs its advisory services is located at 645 Tollgate Road, Suite 140, Elgin, IL 60123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-289-7700 or by fax 847-289-7777. The normal business hours are 8am-4:00 pm monday-thurs, friday 8:00am-3:30pm on Monday - Friday. You can find more information about the New York firm at meritusfinancial.com.