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 an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm is individually owned and bills clients on a percentage-of-assets-under-management basis. Its client mix spans high-net-worth individuals and families as well as institutional and business accounts. Advisory services emphasize discretionary portfolio management across individuals/small businesses, pooled investment vehicles and institutional/business mandates. Mercury does not flag itself as an active ESG investor and is not registered as 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 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 8Active vs passive
$34.5M in ETFs
99%
$34.2M
0%
$345K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $30.7M | 30,067 | 89.02% |
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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