Mercer Global Advisors Inc.
Registered investment adviser · Denver, CO · CRD #147363
Form ADV data as of 2026-09-01Regulatory assets
$84.40 billion
Total accounts
116,310
Employees
1,429
Disclosure events
2
Firm details
- Website: https://www.thekielygroup.com/ legacy url- redirects to primary website
- Telephone: (888) 885-8101
- SEC file number: 801-69271
- Most recent Form ADV filing: 2026-08-03
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $82.92 billion |
| Non-discretionary regulatory assets under management | $1.48 billion |
| Total regulatory assets under management | $84.40 billion |
| Discretionary accounts | 115,337 |
| Non-discretionary accounts | 973 |
| Total accounts | 116,310 |
| Regulatory assets under management attributable to non-U.S. persons | $158.2 million |
People
| Total employees (excluding clerical) | 1,429 |
| Employees performing investment advisory functions (including research) | 632 |
| Employees who are registered representatives of a broker-dealer | 5 |
| Employees registered as investment adviser representatives with a state | 667 |
| Employees registered as IARs for another investment adviser | 37 |
| Employees who are licensed insurance agents | 27 |
| Firms or persons who solicit advisory clients on the firm's behalf | 9 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $24.14 billion |
| Clients for whom the firm has custody | 25,635 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | No |
| Client funds and securities held in a related person's custody | $111.2 million |
| Clients for whom a related person has custody | 53 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 31 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends securities in which it has another sales interest
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 16,646 | $7.08 billion |
| High net worth individuals | 18,398 | $70.51 billion |
| Pension and profit sharing plans (not the participants or government plans) | 718 | $3.45 billion |
| Charitable organizations | 166 | $2.00 billion |
| Corporations or other businesses not listed above | 244 | $1.35 billion |