Overview
Assets Under Management: $195 million
Headquarters: CHICAGO, IL
Frequently Asked Questions
MENTOR CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123176), MENTOR CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
MENTOR CAPITAL MANAGEMENT INC. is headquartered in CHICAGO, IL.
According to their SEC Form ADV, MENTOR CAPITAL MANAGEMENT INC. offers financial planning and portfolio management for individuals. View all service details ↓
MENTOR CAPITAL MANAGEMENT INC. manages $195 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, MENTOR CAPITAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.70
Total Client Accounts: 1,277
Discretionary Accounts: 872
Non-Discretionary Accounts: 405
Regulatory Filings
CRD Number: 123176
Filing ID: 1973919
Last Filing Date: 2025-04-01 15:15:00
Website: https://www.mentoradvisers.com