$252.6M Total AUM
$252.6M Disc. AUM
-- 3Y CAGR
3 Employees
202 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2004
- Office Locations
- 1
Office Locations
4646 Poplar AVE Suite 326 Memphis TN
About Mercury Investment Group
Mercury Investment Group is a Memphis, TN RIA serving retail and institutional clients, including entrepreneurs. The team builds diversified asset-allocation portfolios with an emphasis on ETF implementation and complements investments with tax planning. Investment themes include ESG, fixed income, real estate, and mutual funds, with custody commonly at Schwab or Fidelity/NFS.
Team overview
63 AVG AGE
$84.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
FRANK B GOODMAN III
Manager, Vice President
- CRD
- #1556863
- Ownership
- 25% but less than 50%
Available
Available
Available
ROBERT JEFFREY HUNT
Vice President
- CRD
- #4649563
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,605,307 | $1,928,285 |
| Non-Discretionary | $0 | -- |
| Total | $252,605,307 | $1,928,285 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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