Mercury Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated February 16, 2026, reports $253M in regulatory assets under management, 3 employees, and 131 accounts.
Assets Under Management
$253M
Employees
3
Offices
--
Total Clients
101
Primary office
MEMPHIS, TN
40 S. MAIN ST., SUITE 1720, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
62
2
Individuals
31.7%
32
3
Pooled Investment Vehicles
5.9%
6
4
Charitable
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of February 16, 2026
Discretionary100.0%
$253M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$253M
Total Accounts131
10Y AUM Change+$128M (+103.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.