Mercer Island Capital Management, LLC

RIAState Registered
Total AUM
$22.7M
Discretionary
$22.7M
100% of AUM
Avg account
$268K
Accounts
85
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
283752
Custodians
CHARLES SCHWAB & CO., INC., PACIFIC PREMIER BANK, EQUITY TRUST ADVISORS, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.57%
  • Individuals8.43%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mercer Island Capital Management, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses, and it also operates as an insurance broker. Its billing combines a percentage-of-assets-under-management fee with the option for hourly charges. Mercer Island Capital Management does not position itself as a multi-state or ESG specialist and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, US Government Bonds 12%, Derivatives 9%79%
  • Exchange Traded Equities79%
  • US Government Bonds12%
  • Derivatives9%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

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Headquartered in , null.

Office locations

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