Merit Financial Group, LLC
Merit Financial Group, LLC is a multi-family office headquartered in Alpharetta, United States.

Merit Financial Group, LLC
Merit Financial Group, LLC is a multi-family office headquartered in Alpharetta, United States. Founded in 1998 by advisor Rick Kent, the firm grew out of his independent wealth-management practice and now provides investment advisory, financial planning and practice-management support to affluent families and independent advisors across the United States, overseeing billions in client assets—guiding intergenerational wealth planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
—
Location
Region
North America
Country
—
City
Alpharetta
Corporate office
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
Frequently asked questions
What is Merit Financial Group, LLC?
Merit Financial Group, LLC is a bank / wealth / trust headquartered in Alpharetta.
When was Merit Financial Group, LLC founded?
Merit Financial Group, LLC was founded in 1998.
Where is Merit Financial Group, LLC headquartered?
Merit Financial Group, LLC is headquartered in Alpharetta, in the North America region.
What does Altss track for Merit Financial Group, LLC?
Altss maintains an OSINT-verified profile of Merit Financial Group, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Merit Financial Group, LLC's website?
Merit Financial Group, LLC's public website is www.meritfinancialadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Merit Financial Group, LLC?
Merit Financial Group, LLC is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Merit Financial Group, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Merit Financial Group, LLC?
Merit Financial Group, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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