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MERCURY INVESTMENT GROUP

MEMPHIS, TN · CRD 125245 · IAPD ↗ · merc-invest.com · 901-327-2788

$252.6MRegulatory AUM
3Advisory reps
3Employees
101Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — MERCURY INVESTMENT GROUP shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2025 — MERCURY INVESTMENT GROUP reported RAUM up 52% ($179.6M -> $272.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — MERCURY INVESTMENT GROUP reported RAUM up 56% ($115.2M -> $179.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.