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MENTOR CAPITAL MANAGEMENT INC.
CRD 123176File 801-118368
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.4M
Below cohort median (national)
Discretionary AUM
$187.8M
Non-discretionary $38.6M
Clients
227
1,248 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 3, 2020
- Principal office
- 823 W. SUPERIOR ST., UNIT C, CHICAGO, IL, 60642
- Phone
- 312-526-3838
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.4M
- Discretionary AUM
- $187.8M
- Non-discretionary AUM
- $38.6M
- Discretionary accounts
- 918
- Non-discretionary accounts
- 330
- Total accounts
- 1,248
- AUM per client
- $997K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $743K |
| High net worth individuals | Fewer than 5 | $24.9M |
| Individuals (other than high net worth individuals) | 227 | $200.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.