M
$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-1998
- Office Locations
- 2
Office Locations
-- Lee's Summit MO
-- Overland Park KS
About Mercury Capital Management, Inc.
Mercury Capital Management, Inc. is a Overland Park-based RIA with 2 offices. The firm has been operating for 28 years. Managing $15.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$218.7K AVG AUM / CLIENT
26.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Owner & Executives
R
RONALD LEE PAPA
President
- CRD
- #1742545
- Ownership
- 75% or more
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THOMAS CHARLES DAWSON
Partner
- CRD
- #719628
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,746,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,746,458 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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