GHE, LLC

CRD

125245

SEC file #

801-121636

EIN

870691644

DBA names

Mercury Investment Group

Economics

AUM

$252.6M

AUM band

$100M-$500M

AUM trajectory

'22 · $145.1M

'23 · $152.8M

'25 · $272.3M

'26 · $252.6M

'22'26

$145.1M → $252.6M▲ +74%

sec adv history

Client mix

Individuals High Net Worth	62
Individuals Other	32
Pooled Investment Vehicles	6
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 4 advisors

'23 · 4 advisors

'25 · 5 advisors

'26 · 3 advisors

'22'26

4 advisors → 3 advisors▼ -25%

sec adv history

Primary office

MEMPHIS TN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

02/16/2026

ADV-W filed at

—

Website

merc-invest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

GOODMAN, FRANK, B

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

GOODMAN, FRANK, B

HUNT, ROBERT, JEFFREY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MERC-INVEST.COM

Rdap Domain Creation Date

2003-12-03T18:16:08Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001910179

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-10

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0001910179-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

40 SOUTH MAIN ST.SUITE 1720MEMPHIS, TN 38103

Business

40 SOUTH MAIN ST.SUITE 1720MEMPHIS, TN 38103

Edgar EIN

870691644

Edgar Recent Filings

13F-HR/A2026-05-04 · 0001910179-26-000003

13F-HR2026-05-04 · 0001910179-26-000002

Firm Has Custody

Mailing Office Differs

Yes

Rdap Domain Expiration Date

2033-12-03T18:16:08Z

Rdap Domain Last Changed

2023-12-09T19:03:31Z

Rdap Nameservers

Ns1.johngehrig.chNs2.johngehrig.ch

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1556863

Trust Company Affiliate