Mercurio Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,533,480
Clients
446
Advisors
3
of 11 employees
About
Mercurio Wealth Advisors serves individual clients as well as estates, retirement plans, foundations and institutions, offering discretionary portfolio management, financial planning, and limited-scope consulting. The firm provides ongoing investment supervision and may recommend third‑party money managers or alternative investments when appropriate.
Investment decisions are implemented on a discretionary basis with portfolios allocated among cash, individual stocks, bonds, mutual funds and ETFs and periodically rebalanced; the firm uses third‑party tools such as Nitrogen to quantify client risk tolerance and eMoney for consolidated reporting. Mercurio also provides estate and insurance-related advice as part of its planning services and will coordinate with clients’ other advisors.
Distinctive features disclosed in the brochure include Mercurio’s role as sponsor of the Mercurio Wealth Advisors Wrap Program and its stated arrangements for marketing and media — the firm pays to host a syndicated radio show (“Retirement 360”) and discloses receipt of marketing reimbursements from product sponsors. The firm’s advisers are also licensed insurance agents who may receive commissions for insurance sales, a potential conflict the brochure describes and discloses in its conflict‑of‑interest policies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees up to $25,000
$250/hour for consulting and up to $250/hour for financial planning if hourly
Main office
9100 Shelbyville Rd., Suite 150
Louisville KY 40222
Advisors at this office
3
Most active in
Florida · Indiana · Kentucky · Nebraska · Texas
Also doing business as
Mercurio & Associates Inc. · Mercurio Wealth Advisors · Mercurio Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Troy B
Series 65
Louisville, KY
Mercurio Wealth Advisors
Troy Bolton is a financial advisor at Mercurio Wealth Advisors in Louisville, KY, holding a Series 65 designation with 12 years of industry experience. His career includes roles at Mercurio Wealth Management and Global Financial Private Capital, LLC. He is also licensed through Mercurio Insurance Services to sell insurance products. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and consulting. The firm offers ongoing investment supervision and utilizes third-party tools to assess risk tolerance and consolidate reporting while integrating estate and insurance advice into its planning services.
Donald M
Series 63, Series 66
Louisville, KY
Mercurio Wealth Advisors
Donald Mercurio is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital from 2011 to 2017 and has been with Mercurio Wealth Advisors since 2000. Outside of advisory services, he is involved with Mercurio Insurance Services, an insurance agency affiliated with the firm. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm employs third-party tools to assess risk tolerance and consolidate reporting, offers estate and insurance-related advice, and coordinates with clients’ other advisors.
Ashley S
Series 66
Louisville, KY
Mercurio Wealth Advisors
Ashley Schneider is a financial advisor at Mercurio Wealth Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for three years. Prior to her advisory career, she spent nine years with Kentucky Performing Arts. Mercurio Wealth Advisors serves individuals, estates, retirement plans, foundations, and institutions, providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm implements investment decisions on a discretionary basis and utilizes third-party tools to align portfolios with client risk tolerance.
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