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MERCANTILE INVESTMENT ADVISORS
MERCANTILE ADVISORS I, LLC
CRD 165094 · SEC 801-77019
901 INDIANA AVE, SUITE 450, WICHITA FALLS, TX, 76301, United States
Phone
940-723-5565
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.0M
Discretionary AUM
$146.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $32.9M |
| High net worth individuals | 28 | $109.3M |
| Charitable organizations | 1 | $3.9M |
States served
TX
Official SEC filing: View on IAPD