SAN FRANCISCO, CACRD 308960Latest ADV April 22, 2026
Mercury Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 22, 2026, reports $17.9B in regulatory assets under management, 7 employees, and 10,487 accounts.
Assets Under Management
$17.9B
Employees
7
Offices
--
Total Clients
10,487
Primary office
SAN FRANCISCO, CA
333 BUSH STREET, SUITE 1900, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 90.9% of total clients.
Top client categories% of clientsClients
1
Corporations
90.9%
9,532
2
Individuals
9.1%
955
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.9Bas of April 22, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$17.9B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.9B
Total Accounts10,487
10Y AUM Change+$17.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1498:1
10Y Employee Change-28 (-80.0%)
* 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.