Mercor Investment Group

Overview

Mercor Investment Group is a small, sole‑proprietor registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm is structured as an individual‑owned RIA and has been SEC‑registered since 2020. Its stated practice emphasizes equity exposure: the firm’s reported asset mix is concentrated in exchange‑traded equities, and its filings identify equities as the preferred asset class. The business charges a percentage‑of‑AUM fee and also may use performance‑based fees for certain client arrangements, which suggests a manager willing to accept incentive compensation for outperformance or specialized mandates. The firm does not list itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices