MERCURY ADVISORY, LLC
CRD #308960 SEC #801-118869 SAN FRANCISCO, CA 415-878-1068
SEC Registered
Total AUM
$15.4B
Discretionary
$0
Employees
7
Clients
--
Accounts
8,879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $15.4B | $0 | $15.4B | 7 | 0 |
| Oct 2025 | $15.4B | $0 | $15.4B | 7 | 0 |
| Mar 2025 | $11.1B | $0 | $11.1B | 7 | 0 |
| Dec 2024 | $6.4B | $0 | $6.4B | 7 | 0 |
| Dec 2024 | $6.4B | $0 | $6.4B | 7 | 0 |
| Mar 2024 | $6.4B | $0 | $6.4B | 7 | 0 |
| Oct 2023 | $1.9B | $0 | $1.9B | 25 | 0 |
| Jun 2023 | $1.9B | $0 | $1.9B | 25 | 0 |
| May 2023 | $1.9B | $0 | $1.9B | 25 | 0 |
| Jan 2023 | $1.9B | $0 | $1.9B | 25 | 0 |
| Dec 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| Dec 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| Oct 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| Oct 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| May 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| Mar 2022 | $650.7M | $0 | $650.7M | 25 | 0 |
| Mar 2021 | $182.7M | $0 | $182.7M | 25 | 0 |
| Oct 2020 | $11M | $0 | $11M | 50 | 0 |
| Oct 2020 | $11M | $0 | $11M | 50 | 0 |
| Jun 2020 | $0 | $0 | $0 | 35 | 0 |
| May 2020 | $0 | $0 | $0 | 35 | 0 |
DateDec 2025
Total AUM$15.4B
Discretionary$0
Non-Disc.$15.4B
Employees7
Clients0
DateOct 2025
Total AUM$15.4B
Discretionary$0
Non-Disc.$15.4B
Employees7
Clients0
DateMar 2025
Total AUM$11.1B
Discretionary$0
Non-Disc.$11.1B
Employees7
Clients0
DateDec 2024
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees7
Clients0
DateDec 2024
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees7
Clients0
DateMar 2024
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees7
Clients0
DateOct 2023
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees25
Clients0
DateJun 2023
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees25
Clients0
DateMay 2023
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees25
Clients0
DateJan 2023
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees25
Clients0
DateDec 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateDec 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateOct 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateOct 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateMay 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateMar 2022
Total AUM$650.7M
Discretionary$0
Non-Disc.$650.7M
Employees25
Clients0
DateMar 2021
Total AUM$182.7M
Discretionary$0
Non-Disc.$182.7M
Employees25
Clients0
DateOct 2020
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees50
Clients0
DateOct 2020
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees50
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0