Mercury Advisory, LLC
San Francisco, CA·SEC-registered · CRD #308960
Mercury Advisory, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $18B across 21k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
21k
Advisory staff
4
Fee model
Fee-only
How Mercury Advisory, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Mercury Advisory, LLC
How much does Mercury Advisory, LLC manage?
Per its most recent SEC Form ADV filing (05/01/2026), Mercury Advisory, LLC reports $18B in regulatory assets under management across roughly 21k client accounts.
How does Mercury Advisory, LLC charge?
Mercury Advisory, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mercury Advisory, LLC a fiduciary?
Yes. Mercury Advisory, LLC is registered with the U.S. Securities and Exchange Commission (CRD #308960), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mercury Advisory, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mercury Advisory, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mercury Advisory, LLC's public SEC Form ADV filing (CRD #308960, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mercury Advisory, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mercury Advisory, LLC? Claim this profile.