# MERCURIO & ASSOCIATES INC.

MERCURIO & ASSOCIATES INC. of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 283632
- Type: SEC-registered investment adviser
- SEC file number: 801-121883
- Location: 9100 SHELBYVILLE RD., SUITE 150, LOUISVILLE, KY, 40222
- Phone: (502) 253-9366
- Latest filing: 2026-03-04
- Regulatory AUM: $141.1M
- Discretionary AUM: $141.1M
- Clients: 11
- Accounts: 957

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Donald Alan Mercurio | CEO & CHIEF COMPLIANCE OFFICER | — |
| Troy Wayne Bolton | PRESIDENT | — |
| MERCURIO DONALD ALAN | CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BOLTON TROY WAYNE | PRESIDENT; PRESIDENT/SENIOR WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283632/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283632/similar
- Related entities: https://search.stillhousedata.com/firm/283632/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283632

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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.