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MERCURY ADVISORY, LLC
CRD 308960File 801-118869
APPROVED
Retail clients
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.94B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $17.94B
Clients
10,487
10,487 accounts
Employees
7
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 5, 2020
- Principal office
- 333 BUSH STREET, SUITE 1900, SAN FRANCISCO, CA, 94104
- Phone
- 415-878-1068
- Website
- https://www.mercury.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.94B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $17.94B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10,487
- Total accounts
- 10,487
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9,532 | $17.92B |
| Individuals (other than high net worth individuals) | 955 | $23.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8,879 | 10,487 | increased by1,608 |
| Apr 1, 2026 | AUM | $15,366,750,045 | $17,939,211,643 | increased by$2,572,461,598 |
| Apr 1, 2026 | Accounts | 8,879 | 10,487 | increased by1,608 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,778 | 8,879 | increased by2,101 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $11,072,489,250 | $15,366,750,045 | increased by$4,294,260,795 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 6,778 | 8,879 | increased by2,101 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 7 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 333 | 6,778 | increased by6,445 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $650,709,737 | $11,072,489,250 | increased by$10,421,779,513 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 333 | 6,778 | increased by6,445 |
| Apr 1, 2022 | Clients | 102 | 333 | increased by231 |
| Apr 1, 2022 | AUM | $182,720,000 | $650,709,737 | increased by$467,989,737 |
| Apr 1, 2022 | Accounts | 102 | 333 | increased by231 |
| Apr 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERCURY ADVISORY” 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.