Mentor Capital Management Inc.

RIASEC RegisteredEst. 2020

Total AUM

$226M

Discretionary

$188M

83% of AUM

Avg account

$181K

Accounts

1,248

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 123176
Registered since: April 3, 2020
Website: www.mentoradvisers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.68%
HNWI10.99%
Corporations / Businesses0.33%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mentor Capital Management Inc. is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual proprietor. The firm focuses on serving individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees include a percentage of assets under management, hourly charges and fixed fees. Mentor Capital identifies itself as an accounting-related business and does not function as a capital allocator or pension consultant. The firm does not describe itself as an active ESG investor.