Mercury Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,746,458
Total clients
72
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$218,701
About
Mercury Capital Management, Inc. is a small investment adviser that provides portfolio management and investment advisory services to individual clients. The firm reports approximately $15.7 million in assets under management, serves 72 clients, and is operated by two advisors.
The firm charges fees based on a percentage of assets under management and provides ongoing portfolio management and related advisory services. Its Form ADV brochure includes standard disclosures on custody, brokerage practices, account review procedures, and investment discretion, indicating conventional operational and compliance practices.
Distinctively, Mercury Capital does not list high-net-worth individuals among its client types and instead focuses on non‑HNW individual clients, which is less common among similarly categorized supported firms. Its small team and modest AUM further differentiate it from peers in the supported category that more frequently advise higher‑net‑worth households or manage larger asset pools.
Client services
Main office location
Mercury Capital Management, Inc.
Overland Park KS, United States
Number of offices
1
Most active in
Kansas · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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