# Adam Soroko

> Adam Soroko is a fee-only financial advisor at Mertz Capital in Studio City, California. Mertz Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-soroko/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mertz Capital
- **Based in:** Studio City, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $21.8M across 67 accounts
- **CRD:** 6409739 (https://adviserinfo.sec.gov/individual/summary/6409739)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Adam Soroko a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Mertz Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Mertz Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Soroko based?

Adam Soroko is based in Studio City, California.

### Is Adam Soroko registered with the SEC?

Yes. Adam Soroko is registered as an investment adviser representative in TX (CRD 6409739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mertz Capital manage?

Mertz Capital reports $21.8M across 67 accounts in assets under management.

### How do I contact Adam Soroko?

Contact details aren't on file yet. Search for Mertz Capital.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6409739): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.