Mercury Capital Management, Inc.

Overview

Mercury Capital Management, Inc. is a small, privately owned advisory firm that provides portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and manages client portfolios on a discretionary basis, with a clear tilt toward capital preservation and income generation. Its filings show a pronounced preference for fixed-income instruments — particularly U.S. government debt — rather than growth-oriented equity strategies. The firm is not positioned as an active ESG investor, and it operates from a modest, regional footprint rather than as a multi-state or national RIA. Investment activity centers on traditional income solutions and liability-aware portfolio construction. Given the concentration in government bonds and the use of annuity products, Mercury Capital appears to favor predictable cash flows and balance-sheet stability for clients who prioritize capital protection and steady income.

Assets & Accounts

Investments & Alternatives

Location & Offices