Mercury Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$228,666,610
Clients
94
Advisors
3
of 3 employees
About
Mercury Investment Group provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, governmental entities, corporations, pension and profit‑sharing plans, and businesses, reporting $252.6 million in discretionary assets under management as of December 31, 2025. The firm generally manages long‑only, individually managed accounts and states a minimum portfolio size of $500,000, with fees collected quarterly in advance.
The firm’s investment process is quantitatively driven and organized around thematic exposure to demographic and consumer demand trends, implemented primarily through like‑weighted large‑capitalization U.S. equities and, when appropriate, ETFs, closed‑end bond funds, municipal and U.S. government securities, and covered‑call options. Mercury emphasizes low turnover for tax efficiency and frames its objective as seeking “above market returns with market level risk,” relying chiefly on stock selection rather than sector allocation.
Distinctive features include the firm’s role as a sub‑advisor to other financial institutions — supplying model portfolios and updates to other advisers — and its explicit service to institutional clients such as pension and profit‑sharing plans, services that are relatively uncommon among supported firms. The brochure also explicitly states its return objective while noting the adviser does not charge performance‑based fees and does not take responsibility for voting client proxies.
Client services
Expertise
Fee options
1.00% annually (1/4 of 1% per quarter collected quarterly in advance) with breakpoints as account size increases per client contract
Account minimum: $500,000 Fee-only: 1/4 of 1% per quarter of assets under management collected quarterly in advance (equivalent to 1.00% annually), with breakpoints based on account size as per client investment contract.
Main office
4646 Poplar Ave, Suite 326
Memphis TN 38117-4442
Advisors at this office
3
Most active in
Tennessee
Also doing business as
G H E, LLC · Ghe, LLC · Mercury Investment Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Cecil G
Series 66
Memphis, TN
Mercury Investment Group
Cecil Godman III is a financial advisor at Mercury Investment Group with 18 years of industry experience. He has held his current role at Mercury Investment Group since 2013 and holds a Series 66 designation. Mercury Investment Group provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a quantitatively driven investment process focused on thematic exposures and primarily manages long-only, individually managed accounts.
Edward G
Series 65
Memphis, TN
Mercury Investment Group
Edward Goodman is a financial advisor at Mercury Investment Group based in Memphis, TN. He holds a Series 65 designation and has six years of industry experience. His prior work history includes roles at GHE, LLC, Broadway Consulting, and City Gear. Mercury Investment Group provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a quantitatively driven investment process focused on thematic exposure to demographic and consumer demand trends, primarily using large-cap U.S. equities and select fixed-income securities.
Frank G
Series 63
Memphis, TN
Mercury Investment Group
Frank Goodman III is a financial advisor with Mercury Investment Group in Memphis, TN, holding a Series 63 designation and 21 years of industry experience. He has been associated with GHE, LLC since 2002. Mercury Investment Group provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a thematic, quantitatively informed investment process focused on U.S. large-cap equities with an emphasis on tax efficiency and low turnover, and it offers services such as sub-advisory roles and model portfolios to other financial institutions.
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