RIA Intel›Advisers›Illinois›MENTOR CAPITAL MANAGEMENT INC.

MENTOR CAPITAL MANAGEMENT INC.

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$226M

1-Year AUM Growth

+17.0%

3-Year CAGR

+9.9%

Employees

4

Assets Under Management

Total AUM$226M

Discretionary AUM$188M

Non-Discretionary AUM$39M

Discretionary %82.9%

Total Clients225

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingJul 20, 2005

Latest FilingMar 31, 2026

Full AUM trend chart and 25 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MENTOR CAPITAL MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.