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John Stephen Davis

Mentor Capital Management Inc.

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About John Stephen Davis

John Stephen Davis is a financial advisor with over 30 years of experience in the industry. John is a Registered Investment Advisor in Illinois and has been affiliated with Mentor Capital Management Inc. since November 1992. Prior to joining Mentor Capital Management, John worked for DON ALEXANDER INVESTMENTS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. John is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses. John specializes in providing financial planning and portfolio management services to individuals and corporations.

Firm Information

John Davis is currently registered with Mentor Capital Management Inc.. 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.

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John Davis’s Registration & Firm History

IL

01/28/1998 - Present

Mentor Capital Management Inc. (CHICAGO IL)

NA

01/31/1994 - 12/31/1994

DON ALEXANDER INVESTMENTS, INC.

NA

12/03/1990 - 01/17/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

12/03/1990 - 01/17/1992

IDS LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 04/10/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stephen Davis.
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