Adam Soroko
Mertz Capital · Studio City, California
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.
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Facts
| Firm | Mertz Capital |
|---|---|
| Based in | Studio City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.8M across 67 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6409739 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Adam's firm compares
- Mertz Capital's average account is about $325,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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