Merus Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
58
Advisors
2
across 2 offices
About
Merus Advisors provides investment advisory and financial planning services to individual clients and families, generally on a non‑discretionary basis with a stated account minimum for advisory engagement. The firm focuses on advising and monitoring third‑party managers, conducting due diligence, and assisting clients with account documentation rather than executing trades or taking trading authority.
The firm’s investment process uses macroeconomic analysis together with classical portfolio theory to emphasize diversification, low volatility and low correlation, and recommendations are tailored to each client’s risk tolerance, time horizon, and goals. Merus performs periodic reviews of accounts and managers (generally quarterly for reporting and at least annually for investment policy statements) and leaves implementation decisions to clients and their custodians or broker‑dealers.
Merus is notable for its affiliations: it shares personnel and resources with another registered adviser and operates under common control with the general partner that sponsors a pooled private partnership fund (Amet), a relationship the firm discloses and manages as a potential conflict when recommending the fund. The firm also has professionals who are registered representatives of a broker‑dealer and may offer privately‑offered securities through that channel; Merus relies on disclosure, documentation, and supervisory procedures to address those potential conflicts.
Client services
Expertise
Occupation focus
Fee options
1.00% per year
0.5% commission on sales of investor notes issued by PFF, LLC through Finalis Securities LLC
Finalis platform subscription fee of $37,032 for a 36-month term, payable quarterly; initial one-time expenses of $425 paid by Merus
Account minimum: $250,000
Main office
See office801 Garden Street, Suite 300
Santa Barbara CA 93101
Advisors at this office
1
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Margaret L
Series 65
Santa Barbara, CA
Merus Advisors, LLC
Margaret Loncki is a Series 65-licensed advisor at Merus Advisors, LLC with three years of industry experience. She previously worked at Certis Capital and Claremont McKenna College. Outside of her advisory role, she is the managing member of Martin Untied LLC, a property management company. Merus Advisors provides investment advisory and financial planning services primarily to individuals and families. The firm emphasizes diversification, low volatility, and tailored recommendations through macroeconomic analysis and classical portfolio theory while focusing on advising third-party managers rather than executing trades.
Robert L
Series 63, Series 65
Newport Beach, CA
Merus Advisors, LLC
Robert Lingle is a financial advisor at Merus Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Growth Advisors, LLC, Capital Growth Securities LLC, and Pacific Alternative Investments, LLC. In addition to his advisory role, he is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and marketing private investment offerings. Merus Advisors provides investment advisory and financial planning services primarily to individual clients and families, focusing on due diligence and monitoring of third-party managers rather than trade execution. The firm’s investment approach emphasizes diversification, low volatility, and tailored recommendations based on clients’ risk tolerance and goals.
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