MERCURY INVESTMENT GROUP
SEC RegisteredPursuing Superior Returns by Investing in Demographic Trends
About the firm
Mercury Investment Group (MIG) is a Memphis-based registered investment advisory firm formed by a team of Fortune 500 trained executives to offer clients a disciplined, quantitatively-executed, domestic equity strategy. The firm applies demographic-based market filters with a unique investment perspective in pursuit of superior returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A domestic equity strategy utilizing large-cap U.S.-centric equities to create a portfolio characterized by market level risk and low turn-over, guided by demographic trends and return on capital. Clients' accounts are individually titled and hold a diverse portfolio of stocks weighted to be uniform between clients.
Who they serve
High net worth individuals, Foundations, Endowments, and other Institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $15M |
| High Net Worth Individuals | 62 | $214M |
| Pension/Profit Sharing Plans | 6 | $15M |
| State/Municipal Entities | 1 | — |
101 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MERCURY INVESTMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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