MERCURY ADVISORY, LLC

MERCURY ADVISORY, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 308960). Regulatory assets under management: $17.9B.

Registration

• CRD: 308960
• SEC file number: 801-118869
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308960 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search