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| Keyboard |
| Mercurio & Associates Inc
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|---|---|
| CRD # | 283632 |
| SEC # | 801-121883 |
| CIK # | |
| AUM | 141.1 M (2026-03-04) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 502-253-9366 |
| Address | 9100 Shelbyville Rd Louisville, KY 40222 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 113.5 |
| (b) Individuals (high net worth individuals) | 15 | 27.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 141.1 |
| By Discretionary | ||
| Discretionary | 957 | 141.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 957 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 957 | 141.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MJB Asset Management LLC
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|
NY | 141.4 M |
|
St Clair Financial LLC
✚
|
CA | 141.3 M |
|
Derive Wealth LLC
✚
|
CA | 141.3 M |
|
Markle Financial LLC
✚
|
WY | 141.2 M |
|
Fruge' Capital Advisors LLC
✚
|
MS | 141.2 M |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 141.2 M |
|
Greenberg Gary Louis
✚
|
MN | 141.1 M |
|
Liberty Asset Management LLC
✚
|
PA | 141.0 M |
|
Stability Partners Advisory Group LLC
✚
|
TX | 140.9 M |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 140.9 M |