Merrion Investment Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Merrion Investment Management reports 37 clients. They include 20 high-net-worth individuals, 12 individual clients and 3 charitable organizations. Of its assets, 100.0% ($245M across 75 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 2% |
| High-net-worth individuals | 54% | 58% |
| Charitable organizations | 8% | 40% |
| Corporations and other businesses | 5% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $5.19M | 2.1% | $433K |
| High-net-worth individuals | 20 | $142M | 58.1% | $7.11M |
| Charitable organizations | Fewer than 5 | $96.9M | 39.6% | $32.3M |
| Corporations and other businesses | Fewer than 5 | $464K | 0.2% | $232K |
| Total | 37 | $245M | 100% | — |
- Clients
- 12
- Regulatory AUM
- $5.19M
- AUM share
- 2.1%
- Avg. per client
- $433K
- Clients
- 20
- Regulatory AUM
- $142M
- AUM share
- 58.1%
- Avg. per client
- $7.11M
- Clients
- Fewer than 5
- Regulatory AUM
- $96.9M
- AUM share
- 39.6%
- Avg. per client
- $32.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $464K
- AUM share
- 0.2%
- Avg. per client
- $232K
Total
- Clients
- 37
- Regulatory AUM
- $245M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Merrion Investment Management charges 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Fee details and sources
Merrion Financial Group, LLC owns 75% or more of Merrion Investment Management and is in turn owned by William Wigton (75% or more). David Erb is CEO; the leadership team includes Chief Compliance Officer Randolph Rogers. It has 6 employees, 3 of them in advisory roles.
Leadership
- David ErbChief Executive Officer
- Randolph RogersChief Compliance Officer/CFO
- William WigtonChairman
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Merrion Investment Management Co, LLC
Merrion Financial Group, LLC
Control person · since November 2005
- Owns 75% or more of Merrion Financial Group, LLC
William Wigton
Control person · since November 2005
Merrion Investment Management’s regulatory assets grew from $164M (May 2021) to $245M (February 2026); clients fell from 43 to 37 and employees from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $245M | 37 | 6 | 2 |
| May 2025 | $213M | 44 | 6 | 2 |
| July 2024 | $189M | 42 | 6 | 2 |
| March 2023 | $157M | 42 | 6 | 2 |
| May 2022 | $182M | 46 | 7 | 2 |
| May 2021 | $164M | 43 | 8 | 2 |
Besides its headquarters, Merrion Investment Management has 1 office (1 private residence, listed without an address), with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 184 North Ave. East, CranfordHQ
Contact and registration details
- Legal name
- Merrion Investment Management Co, LLC
- Headquarters
- 184 North Ave. East, Cranford, NJ 07016
- Website
- merriongroup.net
- Phone
- 908-654-0033
- SEC file
- 801-65917
- Structure
- New Jersey LLC
- Fiscal year end
- December
Merrion Investment Management uses Charles Schwab ($245M) as custodian for its separately managed accounts. Merrion Investment Management has custody of $149M in client assets for 6 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $245M100%
At year end, Merrion Investment Management’s separately managed accounts were mostly in stocks (85%).
What the accounts hold
- Stocks85%
- Funds5%
- Bonds2%
- Cash8%
How many clients does Merrion Investment Management have?
Merrion Investment Management has 37 clients and manages $245 million for them, as of February 2026. They include 20 high-net-worth individuals, 12 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Merrion Investment Management offer?
Merrion Investment Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Merrion Investment Management charge?
Merrion Investment Management charges 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does Merrion Investment Management use?
Merrion Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $245M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Merrion Investment Management have?
Merrion Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Merrion Investment Management invest in?
At the end of its last fiscal year, Merrion Investment Management’s separately managed accounts held 85% exchange-traded equities, 8% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Merrion Investment Management?
Merrion Investment Management is owned through a holding company by William Wigton. Its direct owner is Merrion Financial Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Merrion Investment Management get paid?
Merrion Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Merrion Investment Management?
Merrion Investment Management’s main office is at 184 North Ave. East, Cranford, NJ 07016. Its phone number is 908-654-0033. Its website is merriongroup.net.