# MERCURY ADVISORY, LLC

MERCURY ADVISORY, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 308960
- Type: SEC-registered investment adviser
- SEC file number: 801-118869
- Location: 333 BUSH STREET, SUITE 1900, SAN FRANCISCO, CA, 94104
- Phone: 415-878-1068
- Latest filing: 2026-05-01
- Regulatory AUM: $17.9B
- Non-discretionary AUM: $17.9B
- Clients: 7
- Accounts: 10,487

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Immad Akhund | CEO; SHAREHOLDER | San Francisco, CA |
| David Ryan Goldsmith | CCO; CCO & CEO | — |
| Karolina Daniela Morys | CEO | — |
| Emiliano Rios Caban | CHIEF COMPLIANCE OFFICER | — |
| PRESTON CHARLES M | CHIEF COMPLIANCE OFFICER | — |
| Maher Brian | CCO | — |
| Akhund Immad | CEO; SHAREHOLDER | — |
| RIOS CABAN EMILIANO | CHIEF COMPLIANCE OFFICER | — |
| Gonzalez Robert | CHIEF COMPLIANCE OFFICER | — |
| Preston Joshua | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308960/similar
- Related entities: https://search.stillhousedata.com/firm/308960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308960

---

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.