This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Barclays · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2018
- Office Locations
- 1
Office Locations
About Mercantile Advisors, LLC
Mercantile Advisors, LLC is a Virginia-based fiduciary firm serving retail clients (including entrepreneurs) with investment advisory, insurance/risk management, and portfolio hedging that can use futures and options on futures. The practice also offers commercial and litigation funding solutions and utility-expense support to improve clients’ overall balance-sheet position. It emphasizes separating investment management from custody; public data indicates ETF-heavy SMAs and custody through Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY LEE STOUFFER
Advisor, PRINCIPAL
- CRD
- #2175700
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,318 | -- |
| Non-Discretionary | $0 | -- |
| Total | $125,318 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing