Mentor Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $226M in regulatory assets under management, 4 employees, and 1,248 accounts.
Assets Under Management
$226M
Employees
4
Offices
--
Total Clients
227
Primary office
CHICAGO, IL
823 W. SUPERIOR ST., UNIT C, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
227
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 31, 2026
Discretionary82.9%
$188M
83% of total RAUM82.9%
Non-discretionary17.1%
$39M
17% of total RAUM17.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226M
Total Accounts1,248
10Y AUM Change+$105M (+87.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.