M
CRD: 165094
Mercantile Investment Advisors
Wichita Falls, TX, 76301
9407235565
$146.0M Total AUM
$146.0M Disc. AUM
10.8% 3Y CAGR
3 Employees
71 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2012
- Office Locations
- 2
Office Locations
2700 C Midwestern Parkway Wichita Falls TX
901 Indiana AVE Suite 450 Wichita Falls TX
About Mercantile Investment Advisors
Mercantile Investment Advisors is a Wichita Falls-based RIA with 2 offices. The firm has been operating for 13 years. Managing $146.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
70 AVG AGE
$73.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Investment Themes
Prime unison Ember
Investment Vehicles
Momentum insight
Services
Peak Quantum Radial Optima quantum
Owner & Executives
G
GLORIA ANN BOHANNON
Chief Compliance Officer, Owner, Vice President
- CRD
- #1938011
- Ownership
- 75% or more
(621) 930-8471
vertex.summit@primecapital.com
in linkedin.com/in/foundation-signal
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jessica Blair Hatcher
Associate
- CRD
- #7730993
(340) 551-1189
insight.signal@meridiancapital.com
in linkedin.com/in/ember-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,003,313 | $2,056,385 |
| Non-Discretionary | $0 | -- |
| Total | $146,003,313 | $2,056,385 |
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Separately Managed Accounts
Total SMA Asset: $146,003,313
Equity - Exchange:
20.1% Public Funds:
15.1% Cash:
8.3% Corporate - Investment Grade:
18.6% Municipal Bonds:
12.6% U.S. Government/Agency:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,377,322,008 | 20.1% |
| Public Funds | $1,034,704,593 | 15.1% |
| Cash | $568,744,909 | 8.3% |
| Corporate - Investment Grade | $1,274,536,783 | 18.6% |
| Municipal Bonds | $863,395,885 | 12.6% |
| U.S. Government/Agency | $1,733,644,119 | 25.3% |
| Total | $6,852,348,297 | 100.0% |