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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 01-28-1998
- Office Locations
- 1
Office Locations
About Mentor Capital Management Inc.
Mentor Capital Management (Chicago) is a fee-only RIA providing investment management and financial planning, with no revenue source beyond client fees. The firm has managed client portfolios for 25+ years and emphasizes prudent risk management and long-term, goal-based advice. Planning work includes tax-aware strategies, employee benefit reviews, and guidance for small-business owners on retirement and succession; client assets are custodied at Schwab.
Team overview
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Investment Themes
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Owner & Executives
DANIEL BRENDEN CAREY
President
- CRD
- #5308930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SARAH KERWIN BODACH
Investment Advisor Representative
- CRD
- #7091486
JOHN STEPHEN DAVIS
Financial Advisor, General Partner
- CRD
- #2105704
Eagle value
Bridge quantum
- CRD
- #12866
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,770,831 | $204,543 |
| Non-Discretionary | $38,598,856 | $116,966 |
| Total | $226,369,687 | $181,386 |
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Separately Managed Accounts
Total SMA Asset: $226,369,687
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $103,145,008 | 10.6% |
| Cash | $120,660,198 | 12.4% |
| Equity - Exchange | $57,410,901 | 5.9% |
| Equity - OTC | $216,020,678 | 22.2% |
| Other | $142,067,653 | 14.6% |
| Municipal Bonds | $130,390,859 | 13.4% |
| U.S. Government/Agency | $203,370,818 | 20.9% |
| Total | $973,066,115 | 100.0% |