Mercury Investment Group
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 125245
- Registered since
- July 1, 2021
- Website
- merc-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.59%
- Pooled Investment Vehicles6.13%
- Individuals5.94%
- Charitable Organizations3.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mercury Investment Group is a limited liability company registered with the SEC in 2021 that provides fee‑based portfolio management primarily to individuals, families and institutional clients. The firm is owned by an individual and bills clients as a percentage of assets under management. Its advisory services cover discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and advisory services for businesses or institutional entities. Mercury does not identify as an active ESG investor, nor as a multi‑state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Cecil Godman
Chief Marketing OfficerCRD 2196300
Frank Goodman
Chief Portfolio StrategistCRD 1556863
Contacts
3 of 5Edward Goodman
Broker TraineeCRD 7217012
Robert Hunt
Financial AdvisorCRD 4649563
Kathy Warren
MemberCRD 4975870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$3.1M in ETFs
89%
$2.8M
0%
$338K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $1.3M | 23,481 | 43.05% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 4646 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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