← Tributary

MERION CAPITAL LLC

· CRD 135897 · IAPD ↗ · zhangfinancial.com · 269-385-5888

$0Regulatory AUM
0Advisory reps
0Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2024 — MERION CAPITAL LLC changed its website from merioncapital.com to zhangfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — MERION CAPITAL LLC shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.