A complete list of active advisors currently associated with Trustmerit Capital

Warmer can help you find a great advisor at Trustmerit Capital or one who fits your needs even better.

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brochure notes that TrustMerit requires clients to custody assets at Schwab Institutional and that asset‑based fees are withdrawn from client accounts on a quarterly, arrears basis.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.

To learn more about the advisors currently working at Trustmerit Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.