Trustmerit Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrustMerit Capital provides discretionary portfolio management primarily for individual and high‑net‑worth clients, developing written Investment Policy Statements that capture each client’s income, tax considerations, time horizon, and risk tolerance. The firm constructs and monitors portfolios using mutual funds, equities, ETFs, fixed income (including Treasury inflation‑protected securities), and real estate funds, with ongoing portfolio monitoring and tailored recommendations.
The adviser implements portfolios under discretionary authority and describes a mix of fundamental, quantitative, technical analysis and modern portfolio theory to guide long‑term trading and allocation decisions. The brochure notes that TrustMerit requires clients to custody assets at Schwab Institutional and that asset‑based fees are withdrawn from client accounts on a quarterly, arrears basis.
The firm’s ADV discloses a recent acquisition—TrustMerit acquired the clients of Itasca Wealth Management in the fourth quarter of 2025, adding 14 clients and approximately $16 million in assets—which is presented as a material change to its client base. The brochure also lists the firm’s CRD number, directs readers to the SEC adviserinfo site and the firm website for third‑party verification and ratings, and discloses receipt of research and other services from Schwab Advisor Services that may benefit the firm.
Client services
Expertise
Fee options
$0 - $250,000: 1.65% $250,001 - $750,000: 1.50% $750,001 - $1,500,000: 1.35% $1,500,001 - $3,000,000: 1.20% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Fee-only: Asset-based portfolio management fees, quarterly in arrears, negotiable.
Main office
6640 Shady Oak Road, Suite 250 B
Eden Prairie MN 55344
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Trustmerit Capital · Trustmerit Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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