Investment adviser · CRD 125245
MERCURY INVESTMENT GROUP
Investment adviser filing (IA)
GHE, LLC
MEMPHIS, TN, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $253M Form ADV · Item 5.F
- Client accounts
- 131 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 62 | $213,671,918 | 84.6% |
| Pooled investment vehicles | 6 | $15,475,821 | 6.1% |
| Individuals | 32 | $14,994,692 | 5.9% |
| Charities | Fewer than 5 | $8,462,876 | 3.4% |
Filing source
Form ADV 2118197 · Jul 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
4646 POPLAR AVE, SUITE 326MEMPHIS, TN, 38117-4442, United States
CRD 125245
Filing source
Form ADV 2118197 · Jul 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.