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Mentor Capital Management Inc.

Headquartered in CHICAGO, IL

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Firm Information

Mentor Capital Management Inc., based in CHICAGO, IL, is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Mentor Capital Management Inc. has approximately $178,224,150 in regulatory assets under management.

Mentor Capital Management Inc.

823 W. SUPERIOR ST.

CHICAGO, IL 60642

$178.22M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MENTOR CAPITAL MANAGEMENT INC. has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Mentor Capital Management Inc.

View All 4 Advisors
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Daniel Gregory Kaster

RA

CHICAGO, IL

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John Stephen Davis

CFP®, RA

CHICAGO, IL

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Daniel Brenden Carey

CFP®, RA

CHICAGO, IL

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Unclaimed
Sarah Kerwin Bodach

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Mentor Capital Management Inc..

Frequently Asked Questions (7)

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