Stephen C. Donahue

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 03/2024
  Regis Acquisition Inc.
  Menlo Park, CA
• 07/2004 → 11/2022
  Regis Management Company, Llc
  San Francisco, CA
• 03/2024 → 07/2024
  Regis Acquisition Inc.
  Menlo Park, CA
• 07/2024 → 12/2025
  Mercer Global Advisors Inc.
  San Francisco, CA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  San Francisco, CA

Previous Registrations

• 2023-06-29 → 2024-07-31
  Regis Management, A Mercer Advisors Company
  Menlo Park, CA
  Denver, CO

Other Businesses

1. Regis Management Company, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Predecessor management company entity prior to sale to Mercer Advisors; Member; 07/2004; <2 hours per year; 0 hrs. during trading hours. 2. Regis-Fubo LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Member and Manager in role as Member of Regis Management Company, LLC; 09/2016; <2 hours per year; 0 hrs. during trading hours. 3. West Point Inn Association; Investment-related; 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903; Volunteer organization dedicated to maintain and operate the West Point Inn; Investment Committee Member; 01/01/2024; 1-2 hrs. per month; Voting member of the investment committee. 4. Client Trust A; Investment-related; Mill Valley, CA; Trust; Special Trustee; 12/2018; <5 hrs. per year. 5. Client Trust B; Investment-related; Mill Valley, CA; Trust; Special Trustee; 12/2018; <5 hrs. per year. 6. Client Trust C; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 7. Client Trust D; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 8. Client Trust E; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 9. Client Trust F; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 10. Client Trust G; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5hrs. per year. 11. Client Trust H; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5hrs. per year.

Designations

• Chartered Financial Analyst

Other Names

• Stephen Chancellor Donahue