Mercury Advisory, LLC
● SEC registered since 2020CRD 308960SEC# 801-118869San Francisco, CA
Reg. AUM
$22.57B
Employees
7
Accounts
15,065
Location
San Francisco, CA
Mercury Advisory, LLC assets under management
Mercury Advisory, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2020. It reports $22.6 billion in regulatory assets under management and employs 7 people.
Mercury Advisory, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karolina Daniela Morys Control | Ceo | Under 5% | 2025 |
| Mercury Technologies, Inc. Control | Member | Over 75% | 2019 |
| Nicole Suzanne Murphy | Cco | Under 5% | 2026 |
| Immad Akhund | Indirect Owner | — | 2019 |
Frequently asked questions
How much does Mercury Advisory, LLC manage?
Mercury Advisory, LLC reports $22.6 billion in regulatory assets under management on its Form ADV.
How many employees does Mercury Advisory, LLC have?
Mercury Advisory, LLC reports 7 employees.
Where is Mercury Advisory, LLC located?
Mercury Advisory, LLC is based in San Francisco, CA and has been SEC-registered since 2020.
Does Mercury Advisory, LLC disclose fund performance?
Mercury Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Bush Street, Suite 1900, San Francisco, CA 94104 |
| Phone | 415-878-1068 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$22.57B▲ 104%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$22.57Bregulatory AUM
Discretionary $0Non-discretionary $22.57B