Merit Merges with Biltmore and Stone Creek


January 27, 2022

On January 10, 2022, Merit Financial Group, LLC announced that it had merged with Biltmore Capital Advisors and Stone Creek Capital Management.

Under the terms of the transaction, Merit Financial Group, LLC (“Merit”) merged with Biltmore Capital Advisors (“Biltmore”) and its affiliate company, Stone Creek Capital Management (“Stone Creek”). The mergers were finalized on December 31, 2021.

Merit, doing business as Merit Financial Advisors, is based in Alpharetta, Georgia. Merit is a registered investment advisor that provides wealth and investment management services to individuals and families, and business support services to its independent advisor partners. As of September 30, 2021, Merit managed approximately $5.59 billion in assets.

Biltmore, based in Boca Raton, Florida, is an independent registered investment adviser that provides financial planning services and investment management to individuals, business owners, families, and executives.

Stone Creek, an affiliated company of Biltmore, offers services to those seeking portfolio reporting, research, margin lending, and other consulting services.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.