Mercer Island Capital Management, LLC

Overview

Mercer Island Capital Management, LLC is a small, independent RIA focused on serving individual and family clients with a blend of financial planning and portfolio management. The firm charges a percentage of assets under management and also offers hourly advisory services. Its business mix includes insurance brokerage, which suggests integration of insurance solutions alongside investment advice. Mercer Island appears to favor equity-centric portfolios, using exchange-traded instruments as the primary vehicle for client investments rather than thematic ESG or large-scale institutional strategies. The adviser targets individuals and small businesses rather than institutional or pension clients. Investment activity centers on liquid, public-market instruments and standard advisory solutions; there is no indication the firm acts as a capital allocator to private fund managers or runs dedicated pooled funds. Mercer Island is not flagged as an active ESG investor and operates as a single-state adviser under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices