Mercantile Advisors, LLC

Overview

Mercantile Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it serves individual and family clients. Its fee model is flexible — charging a percentage of assets under management as well as hourly and fixed fees where appropriate. Mercantile also conducts business as an insurance broker and as a salesperson of other financial products; it is noted to have CPO/CTA activity on its records. The firm does not identify as an active ESG investor and is not listed as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices