Investment adviser · CRD 107177
MERITAGE PORTFOLIO MANAGEMENT, INC.
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Feb 4, 2026
- Regulatory AUM
- $2.42B Form ADV · Item 5.F
- Client accounts
- 1,480 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 383 | $1,826,390,895 | 75.6% |
| Charities | 12 | $139,280,780 | 5.8% |
| Other investment advisers | Fewer than 5 | $137,172,078 | 5.7% |
| Corporations & businesses | Fewer than 5 | $117,351,501 | 4.9% |
| Individuals | 133 | $86,286,299 | 3.6% |
| Pooled investment vehicles | 2 | $50,284,414 | 2.1% |
| Government entities | Fewer than 5 | $39,560,892 | 1.6% |
| Retirement plans | 7 | $20,393,015 | 0.8% |
Filing source
Form ADV 2035127 · Feb 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
7500 COLLEGE BLVD, SUITE 1212OVERLAND PARK, KS, 66210, United States
CRD 107177
Filing source
Form ADV 2035127 · Feb 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.