Mentor Capital Management Inc.

Mentor Capital Management Inc. (CRD# 123176) is a financial advisory firm headquartered in Chicago, IL. They manage $152,300,332 in 1,025 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    1,025
    ACCOUNTS
  • Average Account Value
    $148,586
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mentor Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel B. Carey
CRD#: 5308930
823 W. Superior St., Unit C, Chicago, IL 60642

Daniel Carey (CRD# 5308930) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has over 16 years of experience in the finance industry.

2
John S. Davis
CRD#: 2105704
823 W. Superior St., Unit C, Chicago, IL 60642

John Davis (CRD# 2105704) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

3
Sarah K. Bodach
CRD#: 7091486
823 W. Superior St., Unit C, Chicago, IL 60642

Sarah Bodach (CRD# 7091486) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has 1 year of experience in the finance industry.

4
Daniel G. Kaster
CRD#: 7789900
823 W. Superior St., Unit C, Chicago, IL 60642

Daniel Kaster (CRD# 7789900) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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