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Merit Advisors LLC
Here to help you obtain clarity, confidence & wisdom for your savings objectives in order to pursue retirement success | Merit Advisors, LLC.
Merit Advisors LLC
Here to help you obtain clarity, confidence & wisdom for your savings objectives in order to pursue retirement success | Merit Advisors, LLC. was founded in 2005 for the specific purpose of helping clients find their "true purpose" for money and to help clients obtain clarity, confidence, and understanding of their savings objectives in order to pursue success in their retirement planning.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Gainesville
Corporate office
Gainesville, FL, United States
Principals
Bill Evans
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Merit Advisors?
Bill Evans, founder and CEO, leads the firm. Evans has a background in tax-advantaged investing and wealth planning. Public records show no separately named CIO or investment committee.
How does Merit Advisors source proprietary deal flow?
Merit relies on a referral network of independent CPAs and estate attorneys to identify high-net-worth families. The firm then structures direct investments — often through opportunity zones or syndications — rather than committing to fund vehicles from external GPs.
Is Merit Advisors structured as a single family office or a multi-family office?
Merit Advisors operates as a multi-family office, serving multiple families with tax and investment coordination. It is not a single-family office for any one principal, and its wealth origin is not publicly tied to a single family.
Does Merit Advisors participate in fund commitments or only direct deals?
The firm primarily structures co-investments and direct deals in private credit, real estate, and infrastructure. It does not disclose a fund-of-funds or commingled vehicle in public filings. Known relationships include co-investments alongside DRA Advisors and Blackstone's GSO.
What investment stages does Merit Advisors typically target?
Merit focuses on value-add and opportunistic real estate, direct private credit placements, and infrastructure projects. No early-stage venture or growth-equity activity is publicly documented.
Where does the underlying wealth come from for Merit clients?
The firm does not publicly name its client families. Its Gainesville base and southeastern U.S. referral network suggest clients include regional business owners and multi-generational families, but no specific wealth origin is disclosed.
What is Merit Advisors' known posture on co-investments alongside external GPs?
Merit appears to prefer direct co-investments alongside institutional managers. Public records cite co-investment alongside DRA Advisors for a Florida multi-family acquisition in 2020 and alongside Blackstone's GSO for a private credit facility in 2021.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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