Mentor Capital Management Inc.

Mentor Capital Management Inc. (CRD# 123176) is a financial advisory firm headquartered in Elmhurst, IL. They manage $69,709,408 in 579 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $120,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Mentor Capital Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel B. Carey
CRD#: 5308930
105 S. York St., Suite 450, Elmhurst, IL 60126
96
Wealthminder
score

Daniel Carey (CRD# 5308930) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Elmhurst, IL and has over 10 years of experience in the finance industry. Daniel Carey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John S. Davis
CRD#: 2105704
105 S. York St., Suite 450, Elmhurst, IL 60126
96
Wealthminder
score

John Davis (CRD# 2105704) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Elmhurst, IL and has over 26 years of experience in the finance industry. John Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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