# MERCER GLOBAL ADVISORS INC.

MERCER GLOBAL ADVISORS INC. of DENVER, CO is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147363
- Type: SEC-registered investment adviser
- SEC file number: 801-69271
- Location: 1200 17TH STREET, DENVER, CO, 80202
- Phone: (888) 885-8101
- Latest filing: 2026-08-03
- Regulatory AUM: $84.4B
- Discretionary AUM: $82.9B
- Non-discretionary AUM: $1.5B
- Clients: 1,429
- Accounts: 116,310

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (55)

_Showing 25 of 55 people._

| Name | Role | Location |
| --- | --- | --- |
| Charles David Welling | CHIEF EXECUTIVE OFFICER | Denver, CO |
| Donald Andrew Calcagni | CHIEF INVESTMENT OFFICER | Denver, CO |
| Kimberly Lynn Lorenz | CHIEF COMPLIANCE OFFICER | — |
| Christine Adele Cataldo | CHIEF TECHNOLOGY OFFICER | — |
| Mathew Ryan Encino | GENERAL COUNSEL | — |
| Gary Ian Foodim | CHIEF MARKETING OFFICER | — |
| Daniel Alexander Gourvitch | PRESIDENT | — |
| Gun Hasan Keresteci | CHIEF FINANCIAL OFFICER | — |
| Elizabeth Schwartz Hioe | CHIEF PEOPLE OFFICER | — |
| Loren Michael Pierson | CHIEF OPERATING OFFICER | — |
| Martine Elizabeth Lellis | PRINCIPAL, M&A PARTNER DEVELOPMENT | — |
| UJANO RALPH | CHIEF LEARNING OFFICER; CIO AND SENIOR VICE PRESIDENT, WEALTH MANAGEMENT; DIVISION DIRECTOR - MGA INC. (+2 more) | — |
| DONGIEUX GENE LEWIS | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR; DIRECTOR (+1 more) | — |
| ROCHESTIE HOWARD MAURY | DIRECTOR; EXECUTIVE VICE PRESIDENT | — |
| ATWATER DEBORAH JANE | CFO; CFO AND TREASURER; CHIEF ACCOUNTING OFFICER (+2 more) | — |
| BARTON DAVID HURLESS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND DIRECTOR; DIRECTOR AND CEO (+5 more) | — |
| MANJI IMTIAZ | DIRECTOR; MANAGER | — |
| LOVELL JEFFREY DALE | DIRECTOR; OWNER | — |
| MINNICK JAMES EDWARD | OWNER | — |
| ROGERS COURTNEY EDWARD | CHIEF COMPLIANCE OFFICER; COMPLIANCE ATTORNEY | — |
| NEWCOM JENNINGS JAY | DIRECTOR | — |
| KANG DANNY ALLAN | DIRECTOR | — |
| ORNDORFF CHRISTOPHER NEIL | DIRECTOR | — |
| KVANCZ SCOTT | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| HENRY ROBERT MICHAEL | CHIEF FINANCIAL OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-12-16 | regulatory | THE FIRM EMPLOYED AN INVESTMENT ADVISOR REPRESENTATIVE WITH A PLACE OF BUSINESS IN VIRGINIA WHO WAS NOT REGISTERED WITH THE DIVISION IN VIOLATION OF ? 13.1-504 C (II) OF THE ACT. | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147363/similar
- Related entities: https://search.stillhousedata.com/firm/147363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.