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Mercurio & Associates Inc.

● SEC registered since 2021CRD 283632SEC# 801-121883Louisville, KY
Export (members)
Reg. AUM
$123.2M
Employees
10
Accounts
942
Location
Louisville, KY

Mercurio & Associates Inc. assets under management

Mercurio & Associates Inc. is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2021. It reports $123.2 million in regulatory assets under management and employs 10 people.
www.facebook.com/mercuriowealthadvisorsView on SEC.gov ↗

Mercurio & Associates Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Alan Mercurio ControlCeo & Chief Compliance OfficerOver 75%2000
Troy Wayne Bolton ControlPresident5-10%2023

Frequently asked questions

How much does Mercurio & Associates Inc. manage?

Mercurio & Associates Inc. reports $123.2 million in regulatory assets under management on its Form ADV.

How many employees does Mercurio & Associates Inc. have?

Mercurio & Associates Inc. reports 10 employees.

Where is Mercurio & Associates Inc. located?

Mercurio & Associates Inc. is based in Louisville, KY and has been SEC-registered since 2021.

Does Mercurio & Associates Inc. disclose fund performance?

Mercurio & Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9100 Shelbyville Rd., Suite 150, Louisville, KY 40222
Phone(502) 253-9366
Fax(502) 253-9370
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.1M
Non-discretionary$5.1M
Total (RAUM)$123.2M