A complete list of active advisors currently associated with Mercer Island Capital Management, LLC

Warmer can help you find a great advisor at Mercer Island Capital Management, LLC or one who fits your needs even better.

Mercer Island Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, pension plans, and select institutional clients, including separately managed accounts (SMAs) and written financial plans for some clients. The firm operates with a small advisory team and a concentrated client base, offering retirement, college funding, estate planning reviews, insurance analyses, and periodic educational seminars. The firm’s investment approach blends modern portfolio theory and dynamic asset allocation with a quantitative-fundamental stock-selection process that looks at valuation, investor sentiment, and quality metrics. Mercer Island regularly uses options strategies (covered calls and protective puts), may employ derivatives in SMAs with client and custodian approval, and uses margin where requested; it also incorporates AI-assisted research under a formal governance framework with Chief Compliance Officer human review. Several features distinguish the firm from many peers: it reports a notable non-U.S. client presence and offers derivatives-based income strategies within bespoke SMAs, both of which are less common among similar firms. In addition, firm personnel act as licensed insurance agents (spending roughly 20% of their time on insurance activities and receiving related commissions), and the firm maintains an elevated $70,000 surety bond to meet state limited-custody requirements.

To learn more about the advisors currently working at Mercer Island Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.