MERCURY INVESTMENT GROUP
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 125245
- Registered since
- July 1, 2021
- 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 an SEC-registered investment adviser formed as an LLC and registered in 2021. Ownership is individual, and the firm serves both individual/family and institutional clients. Its business model is fee-based on a percentage of assets under management and its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. The firm reports a preference for equity investments and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2CECIL 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
- 40 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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