Joseph Stacy
Meranti Capital Partners · Atlanta, Georgia
Joseph Stacy is a fee-only financial advisor at Meranti Capital Partners in Atlanta, Georgia. Meranti Capital Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Meranti Capital Partners |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $855K across 20 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2908631 |
| Exams passed | Series 63 (2019) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Meranti Capital Partners's average account is about $43,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Joseph
Is Joseph Stacy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Meranti Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Meranti Capital Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Joseph Stacy based?
Joseph Stacy is based in Atlanta, Georgia.
Is Joseph Stacy registered with the SEC?
Yes. Joseph Stacy is registered as an investment adviser representative in GA (CRD 2908631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meranti Capital Partners manage?
Meranti Capital Partners reports $855K across 20 accounts in assets under management.
How do I contact Joseph Stacy?
Contact details aren't on file yet. Search for Meranti Capital Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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