MERCURIO & ASSOCIATES INC.

MERCURIO & ASSOCIATES INC. of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 283632). Regulatory assets under management: $141.1M.

Registration

• CRD: 283632
• SEC file number: 801-121883
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search