AdvisorCensus / Financial advisors / California / San Francisco / Mezzi
Mezzi is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Mezzi compensated?
On its Form ADV (Item 5.E, October 2026), Mezzi reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Mezzi located?
Mezzi's principal office is in Menlo Park, CA, according to its Form ADV.
Is Mezzi registered with the SEC or a state?
Mezzi is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337818.
What types of clients does Mezzi serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317).
Does Mezzi 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/337818
Does Mezzi state an account minimum?
Its Form ADV Part 2A brochure dated March 28, 2026 says: "Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement."
What changed in Mezzi's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Stocktalk Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 10. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mezzi (CRD 337818): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818