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MERCURY ADVISORY, LLC

SAN FRANCISCO, CA · CRD 308960 · IAPD ↗ · 415-878-1068

$17.94BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
December 2025 — MERCURY ADVISORY, LLC reported RAUM up 39% ($11.07B -> $15.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — MERCURY ADVISORY, LLC reported RAUM up 73% ($6.40B -> $11.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — MERCURY ADVISORY, LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — MERCURY ADVISORY, LLC reported RAUM up 232% ($1.93B -> $6.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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