Gene Clay Esplin

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → 03/2025
  Gene Esplin-Independent Insurance Agent
  Pocatello, ID
• 05/2004 → 03/2025
  Sanctuary Wealth Management, Llc
  Pocatello, ID
• 10/2015 → 08/2018
  Kalos Capital
  Alpharetta, GA
• 01/2022 → Present
  Fiduciary Services, Llc
  Pocatello, ID
• 03/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2024-05-01 → 2025-08-12
  Fiduciary Services Llc
  Pocatello, ID
• 2008-11-24 → 2025-03-14
  Sanctuary Wealth Management, Llc
  Pocatello, ID
• 2005-03-28 → 2008-12-19
  Cambridge Investment Research Advisors, Inc.
  Pocatello, ID
• 2004-01-27 → 2005-03-28
  Cambridge Investment Research, Inc.
  Pocatello, ID
  Poctatello, ID
• 1999-02-25 → 2004-01-28
  Voya Financial Advisors, Inc.
  Pocatello, ID

Other Businesses

Community Capital LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding / Management Company; Member -Manager; Jan 23 2020; 1 hour monthly; 0 hours during trading hours; Participate in all aspects of business operations Fiduciary Services LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Registered Investment Advisor; Member-Manager; Oct 13 2021; 4 hours monthly; 4 hours during trading hours; Participate in aspects of business operations Community Capital Fund V LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding Company; Member-Manager; Aug 18 2022; .25 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations 5 Peaks LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Dec 06 2021; 2 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Sanctuary Wealth Management LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding Company; Member-Manager; May 17 2004; 35 hours monthly; 35 hours during trading hours; Participate in all aspects of business operations Community Capital Fund 1 LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Jan 23 2020; .5 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations - but LLC only owns a piece of raw ground Community Capital Fund IV LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding Company; Member-Manager; Aug 09 2022; .25 hours monthly; 0 hours during trading hours; No specific duties - along with ALL other Members collectively decide on business operations Backyard Properties LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Apr 14 2022; 1 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Pintail Management LLC; Not Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Management and Holding Company; Member-Manager; Jan 10 2010; 1 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Community Capital Fund III LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding and Development Company; Member-Manager; Dec 09 2021; .25 hours monthly; 0 hours during trading hours; Participate in all aspects of business operations Blackfoot Affordable Homes, LLC; Investment-related; 802 East Pidcock Road, Inkom ID 83245; Real Estate Development; Member/Manager; 07/15/2025; 5 hours monthly; 0 hours during securities trading hours Affordable Housing of Blackfoot, LLC; Investment-related; 802 East Pidcock Road, Inkom ID 83245; Real estate development; Member/Manager; 07/15/2025; 5 hours monthly; 0 hours during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  1998-10-27