MERIT NATIONAL FUND ADVISORS, LLC
CRD #145736 SEC #801-69811 SOMERSET, KY 606-679-1231
SEC Registered
Total AUM
$36M
Discretionary
$35.6M
Employees
5
Clients
25
Accounts
229
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| AGEN ADVISORS, LLC | DE | OWNER | NA | |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| IRA PARTNERS, LLC | DE | OWNER | D | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PREVETT, KENNETH, RAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| PREVETT, KENNETH, RAY | I | IRA PARTNERS, LLC | E | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
| ROWSWELL, STEVEN, CASWELL | I | AGEN ADVISORS, LLC | C | Control |
Registrations
Federal
IA
May 20, 2010 REGISTERED
Notice Filings (3)
CO KY OK
Address
357 LANGDON STREETSOMERSET, KY 42503
United States
Phone: 606-679-1231