Mentor Capital Management Inc.
Mentor Capital Management Inc. is an SEC-registered mass-market adviser in Chicago, IL with $226.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Mentor Capital Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123176, SEC 801-118368, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $226.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Chicago, IL
- Employees
- 4
- Clients
- 227
- CRD
- 123176
- Ownership
- DAVIS, JOHN, STEPHEN; JOHN S. DAVIS TRUST; CAREY, DANIEL, BRENDEN
How much AUM does Mentor Capital Management Inc. have?
Mentor Capital Management Inc. reported $226.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Mentor Capital Management Inc.?
Disclosed owners and executives of Mentor Capital Management Inc. include DAVIS, JOHN, STEPHEN, JOHN S. DAVIS TRUST, CAREY, DANIEL, BRENDEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.