# Mercurio Wealth Advisors

> Mercurio Wealth Advisors is an SEC-registered investment advisory firm in Louisville, KY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 283632
- Filed as: MERCURIO WEALTH ADVISORS
- Legal name: Mercurio & Associates Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283632
- AdvisorCensus page: https://advisorcensus.com/firm/mercurio-wealth-advisors-louisville-ky-283632

## Quick answers

**How is Mercurio Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Mercurio Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Mercurio Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $250 an hour (limited scope engagements); Hourly rate: up to $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mercurio Wealth Advisors located?**
Mercurio Wealth Advisors' principal office is in Louisville, KY, according to its Form ADV.

**Is Mercurio Wealth Advisors registered with the SEC or a state?**
Mercurio Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283632.

**How much does Mercurio Wealth Advisors manage?**
Mercurio Wealth Advisors reports $141,065,289 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Mercurio Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Mercurio Wealth Advisors: Regulatory assets under management: $105,638,901 in the October 2021 data and $141,065,289 in the October 2026 data, up 34%. Total employees: 2 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mercurio Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (431); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Mercurio Wealth Advisors use?**
Mercurio Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mercurio Wealth Advisors 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/283632

**Does Mercurio Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We do not impose a minimum account value to initiate our Firm's advisory and money management services."

**What changed in Mercurio Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $123,167,983 to $141,065,289 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> We do not impose a minimum account value to initiate our Firm's advisory and money management services.

- Hourly rate: $250 an hour (limited scope engagements)

> Fixed fees for financial plans will not exceed $25,000 and hourly fees will not exceed $250/hour.

- Hourly rate: up to $250 an hour (financial planning services)

> Fixed fees for financial plans will not exceed $25,000 and hourly fees will not exceed $250/hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $141,065,289
- Discretionary: $141,065,289
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 431 | $113,461,321 |
| High net worth individuals | 15 | $27,072,159 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $531,809 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN, KY, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mercurioadvisors.com](https://mercurioadvisors.com)
- [mwataxes.com](https://mwataxes.com)
- [soundcloud.com/nobsretirementnetwork](https://soundcloud.com/nobsretirementnetwork)
- [soundcloud.com/retirement360](https://soundcloud.com/retirement360)
- Facebook @MercurioWealthAdvisors
- Facebook @Retirement360
- Instagram @me rcuriowealthadvisorsky
- LinkedIn @mercurio-wealth-advisors
- X @MercurioAdvisor
- YouTube @UCTq2pVFreCYoD6sEMTlhWIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,638,901 | 2 | September 20, 2021 |
| October 2022 | $115,583,024 | 3 | July 28, 2022 |
| October 2023 | $92,183,015 | 6 | September 7, 2023 |
| October 2024 | $105,048,971 | 8 | March 22, 2024 |
| October 2025 | $123,167,983 | 10 | March 21, 2025 |
| October 2026 | $141,065,289 | 11 | March 4, 2026 |

Regulatory assets under management: $105,638,901 in the October 2021 data and $141,065,289 in the October 2026 data, up 34%.
Total employees: 2 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $123,167,983 to $141,065,289 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercurio Wealth Advisors (CRD 283632): Form ADV filing data as of October 2026.