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MENTOR CAPITAL MANAGEMENT INC.
CRD 123176 · SEC 801-118368
823 W. SUPERIOR ST., UNIT C, CHICAGO, IL, 60642, United States
Phone
312-526-3838
Fax
312-488-3662
Registration
— (—)
Source
State registered
Total AUM
$226.4M
Discretionary AUM
$187.8M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $200.7M |
All web addresses on file
Official SEC filing: View on IAPD