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MERCURY INVESTMENT GROUP
Legal name: GHE, LLC
CRD 125245File 801-121636
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$252.6M
Below cohort median (national)
Discretionary AUM
$252.6M
Clients
101
131 accounts
Employees
3
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 1, 2021
- Principal office
- 4646 POPLAR AVE, SUITE 326, MEMPHIS, TN, 38117-4442
- Phone
- 901-327-2788
- Website
- HTTP://WWW.MERC-INVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $252.6M
- Discretionary AUM
- $252.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 131
- Non-discretionary accounts
- 0
- Total accounts
- 131
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.5M |
| High net worth individuals | 62 | $213.7M |
| Pooled investment vehicles | 6 | $15.5M |
| Individuals (other than high net worth individuals) | 32 | $15.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 3 | decreased by2 |
| Mar 1, 2026 | Clients | 95 | 101 | increased by6 |
| Mar 1, 2026 | AUM | $272,321,199 | $252,605,307 | decreased by$19,715,892 |
| Mar 1, 2026 | Accounts | 117 | 131 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 78 | 95 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $152,802,658 | $272,321,199 | increased by$119,518,541 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 97 | 117 | increased by20 |
| Apr 1, 2022 | Clients | 84 | 78 | decreased by6 |
| Apr 1, 2022 | AUM | $145,061,000 | $152,802,658 | increased by$7,741,658 |
| Apr 1, 2022 | Accounts | 101 | 97 | decreased by4 |
| Nov 1, 2021 | Clients | 83 | 84 | increased by1 |
| Nov 1, 2021 | AUM | $124,304,000 | $145,061,000 | increased by$20,757,000 |
| Nov 1, 2021 | Accounts | 95 | 101 | increased by6 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERCURY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERCURY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.