MERCURY INVESTMENT GROUP
GHE, LLC Legal Name
Adviser information for MERCURY INVESTMENT GROUP last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Tennessee, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 112 | $179.6M |
Non-Discretionary | 0 | $0 |
Total | 112 | $179.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 24 | $8.9M |
HNW Individuals | 60 | $126.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 5 | $39.3M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $5.2M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 10 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
40 S. MAIN ST.SUITE 1530
MEMPHIS
TN
United States
Monday - Friday, 9:30 A.M. - 5 P.M.
Tel: 901-327-2788, Fax: None
Websites
Chief Compliance Officer
EDWARD GOODMAN
40 S. MAIN ST
SUITE 1720
MEMPHIS
TN
United States
Tel:
901-327-2788
E*******@**************M
(Full email address available in API data)
Regulatory Contact
CECIL GODMAN
SECRETARY/CHIEF MARKETING OFFICER
40 S. MAIN ST
SUITE 1720
MEMPHIS
TN
United States
Tel:
901-327-2788
C******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GOODMAN, FRANK, B | Individual | – | MANAGER | 03/2013 | 25-50% |
HUNT, ROBERT, JEFFREY | Individual | – | VICE-MANAGER | 03/2014 | 25-50% |
WARREN, JEFF | Individual | – | MEMBER | 02/2004 | 10-25% |
WARREN, KATHY | Individual | – | MEMBER | 02/2004 | 10-25% |
GODMAN, CECIL, ADAIR | Individual | – | SECRETARY, CHIEF MARKETING OFFICER | 03/2013 | < 5% |
Goodman, Edward, Charles | Individual | – | CHIEF COMPLIANCE OFFICER, MEMBER | 10/2019 | < 5% |
Goodman, Cameron, F | Individual | – | MEMBER | 09/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABORATORIES COM | ABT | 1K | 13K | – |
ADOBE INC COM | ADBE | 13K | 23K | – |
AUTOMATIC DATA PROCESSING INC COM | ADP | 4K | 17K | – |
BEAZER HOMES USA INC COM | BZH | 2K | 59K | – |
BEST BUY CO INC COM | BBY | 2K | 18K | – |
BLOCK INC COM CL A | SQ | 1K | 21K | – |
BOOKING HOLDINGS INC COM | BKNG | 3K | 705 | – |
CHEGG INC COM | CHGG | 54 | 17K | – |
CHUBB LIMITED COM | CB | 2K | 8K | – |
CISCO SYSTEMS INC COM | CSCO | 2K | 34K | – |
COLGATE-PALMOLIVE CO COM | CL | 2K | 21K | – |
COSTCO WHOLESALE CORP COM | COST | 5K | 6K | – |
DR HORTON INC COM | DHI | 3K | 18K | – |
DOUBLELINE INCOME SOLUTIONS FD COM | DSL | 265 | 21K | – |
EBAY INC COM | EBAY | 934 | 17K | – |
EXPEDIA GROUP INC COM | EXPE | 834 | 7K | – |
GOLDMAN SACHS GROUP INC COM | GS | 779 | 2K | – |
HOME DEPOT INC COM | HD | 444 | 1K | – |
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 | BSCQ | 230 | 12K | – |
ISHARES TRUST MSCI EMG MKT ETF | EEM | 971 | 23K | – |
ISHARES TRUST TIPS BD ETF | TIP | 371 | 3K | – |
JOHNSON & JOHNSON COM | JNJ | 2K | 12K | – |
KB HOME COM | KBH | 2K | 28K | – |
LOWE'S COMPANIES INC COM | LOW | 5K | 24K | – |
MANPOWERGROUP INC COM | MAN | 705 | 10K | – |
MARATHON PETROLEUM CORP COM | MPC | 7K | 38K | – |
MARRIOTT INTERNATIONAL INC COM CL A | MAR | 1K | 6K | – |
MCDONALD'S CORPORATION COM | MCD | 4K | 14K | – |
MOODYS CORP COM | MCO | 7K | 16K | – |
MSCI INC COM | MSCI | 2K | 5K | – |
NVIDIA CORP COM | NVDA | 134K | 1M | – |
PAYCHEX INC COM | PAYX | 2K | 21K | – |
PAYPAL HOLDINGS INC COM | PYPL | 1K | 24K | – |
PEPSICO INC COM | PEP | 2K | 11K | – |
PIMCO CORPORATE & INCOME OPP F COM | PCN | 4K | 307K | – |
PIMCO FUNDS COM | PTY | 320 | 22K | – |
PROCTER & GAMBLE CO COM | PG | 2K | 12K | – |
PROGRESSIVE CORP (OHIO) COM | PGR | 6K | 29K | – |
QUALCOMM INC COM | QCOM | 4K | 22K | – |
S&P GLOBAL INC COM | SPGI | 6K | 13K | – |
SALLY BEAUTY HOLDINGS INC COM | SBH | 180 | 17K | – |
SEI INVESTMENT CO COM | SEIC | 546 | 8K | – |
SIMON PROPERTY GROUP INC COM USD0.0001 | SPG | 551 | 4K | – |
SPDR S&P MIDCAP 400 ETF TR | MDY | 535 | 1K | – |
STARBUCKS CORP COM | SBUX | 3K | 45K | – |
STRATEGIC EDUCATION INC COM | STRA | 280 | 3K | – |
SYSCO CORP COM | SYY | 1K | 15K | – |
T ROWE PRICE GROUPS COM | TROW | 2K | 19K | – |
TRINET GROUP INC COM | TNET | 3K | 27K | – |
VANGUARD HIGH DIV YLD ETF | VYM | 271 | 2K | – |
WELLS FARGO & COMPANY COM | WFC | 457 | 8K | – |
WILEY (JOHN) & SONS INC COM CL A | WLY | 250 | 6K | – |