MERCURY INVESTMENT GROUP

Legal name: GHE, LLC

CRD 125245File 801-121636

APPROVED

Retail clients

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$252.6M

Below cohort median (national)

Discretionary AUM

$252.6M

Clients

101

131 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.