# Mercor Investment Group

> Mercor Investment Group is an SEC-registered investment advisory firm in Puebla, Mexico, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 310936
- Filed as: MERCOR INVESTMENT GROUP
- Legal name: Matienzo Laffourcade, Juan Francisco
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Puebla, Mexico
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310936
- AdvisorCensus page: https://advisorcensus.com/firm/mercor-investment-group-puebla-310936

## Quick answers

**How is Mercor Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Mercor Investment Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Mercor Investment Group located?**
Mercor Investment Group's principal office is in Puebla, Mexico, according to its Form ADV.

**Is Mercor Investment Group registered with the SEC or a state?**
Mercor Investment Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310936.

**How much does Mercor Investment Group manage?**
Mercor Investment Group reports $41,633,589 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**How have Mercor Investment Group's assets and staff changed since 2021?**
In the Form ADV data for Mercor Investment Group: Regulatory assets under management: $25,005,149 in the October 2021 data and $41,633,589 in the October 2026 data, up 67%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mercor Investment Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (10).

**Does Mercor Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310936

**Does Mercor Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated January 13, 2026 says: "Mercor Investment Group currently imposes a minimum account size requirement of $50,000."

**What changed in Mercor Investment Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $35,783,080 to $41,633,589 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated January 13, 2026)

- Account minimum: $50,000

> Mercor Investment Group currently imposes a minimum account size requirement of $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $41,633,589
- Discretionary: $41,633,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,169,401 |
| High net worth individuals | 21 | $38,464,188 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $25,005,149 | 1 | February 8, 2021 |
| October 2022 | $27,064,958 | 1 | January 4, 2022 |
| October 2023 | $26,452,180 | 1 | January 23, 2023 |
| October 2024 | $32,407,657 | 1 | January 11, 2024 |
| October 2025 | $35,783,080 | 1 | January 9, 2025 |
| October 2026 | $41,633,589 | 1 | January 13, 2026 |

Regulatory assets under management: $25,005,149 in the October 2021 data and $41,633,589 in the October 2026 data, up 67%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $35,783,080 to $41,633,589 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercor Investment Group (CRD 310936): Form ADV filing data as of October 2026.