Mercurio & Associates Inc.
● SEC registered since 2021CRD 283632SEC# 801-121883Louisville, KY
Reg. AUM
$141.1M
Employees
11
Accounts
957
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 $141.1 million in regulatory assets under management and employs 11 people.
Mercurio & Associates Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Alan Mercurio Control | Ceo & Chief Compliance Officer | Over 75% | 2000 |
| Troy Wayne Bolton Control | President | 5-10% | 2023 |
Frequently asked questions
How much does Mercurio & Associates Inc. manage?
Mercurio & Associates Inc. reports $141.1 million in regulatory assets under management on its Form ADV.
How many employees does Mercurio & Associates Inc. have?
Mercurio & Associates Inc. reports 11 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
| Address | 9100 Shelbyville Rd., Suite 150, Louisville, KY 40222 |
| Phone | (502) 253-9366 |
| Fax | (502) 253-9370 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.1M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$141.1Mregulatory AUM
Discretionary $141.1M