MERCURY ADVISORY, LLC

CRD 308960 · SEC 801-118869

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333 BUSH STREET, SUITE 1900, SAN FRANCISCO, CA, 94104, United States

Phone

415-878-1068

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.94B

Discretionary AUM

Team

7 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	955	$23.2M
Corporations/business entities	9532	$17.92B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.medium.com/mercury-hq
https://www.x.com/mercury
https://www.linkedin.com/company/mercuryhq
https://www.mercury.com/
https://www.angel.co/company/mercury
https://www.instagram.com/mercuryfi/
https://www.tiktok.com/@mercury.fi
https://www.youtube.com/@Mercuryfi

Official SEC filing: View on IAPD