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MERCURY ADVISORY, LLC
CRD 308960File 801-118869
APPROVED
Retail clients
Filing as of May 1, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.