|
⚲
|
| Keyboard |
| Mentor Capital Management Inc
✚
|
|
|---|---|
| CRD # | 123176 |
| SEC # | 801-118368 |
| CIK # | 0001599117 |
| AUM | 226.4 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 312-526-3838 |
| Address | 823 W Superior St Chicago, IL 60642 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 200.7 |
| (b) Individuals (high net worth individuals) | 0 | 24.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,248 | 226.4 |
| By Discretionary | ||
| Discretionary | 918 | 187.8 |
| Non-Discretionary | 330 | 38.6 |
| Total | 1,248 | 226.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.4 | |
| Total | 1,248 | 226.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001599117] | |
| 10-Q | [0001599117] | |
| 3 | [0001599117] | |
| 4 | [0001599117] | |
| 8-K | [0001599117] | |
| D | [0001599117] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Mentor Capital Inc | |
| Billingsley Chester | |
| Meyer Marcia K | |
| Carlile David G | |
| Stansfield Lori | |
| Shaul Stan | |
| Meyer Robert Bernard | |
| Kornbrekke Earl | |
| Blazeck James |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-26 | Buy | 1,100 | $0.08 | 88 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-25 | Buy | 3,000 | $0.07 | 210 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-20 | Buy | 1,000 | $0.08 | 80 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-19 | Buy | 1,300 | $0.08 | 104 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-18 | Buy | 700 | $0.08 | 56 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-16 | Buy | 900 | $0.08 | 72 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-13 | Buy | 100 | $0.08 | 8 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-12 | Buy | 1,000 | $0.08 | 80 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-11 | Buy | 2,450 | $0.08 | 196 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-09 | Buy | 500 | $0.08 | 40 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-06 | Buy | 1,200 | $0.08 | 96 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-05 | Buy | 50 | $0.08 | 4 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-04 | Buy | 800 | $0.08 | 64 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-03-02 | Buy | 1,600 | $0.08 | 128 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-27 | Buy | 1,400 | $0.08 | 112 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-26 | Buy | 1,000 | $0.08 | 80 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-25 | Buy | 2,900 | $0.08 | 232 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-19 | Buy | 2,550 | $0.09 | 230 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-17 | Buy | 550 | $0.09 | 50 |
|
Mentor Capital Inc MNTR
Common Stock
|
2026-02-12 | Buy | 2,000 | $0.09 | 180 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Successful Money Strategies Inc
✚
|
MA | 227.1 M |
|
RMSincerbeaux Capital Management LLC
✚
|
NY | 227.1 M |
|
Retirement Wealth Solutions LLC
✚
|
WI | 227.0 M |
|
Arrien Investments Inc
✚
|
ID | 226.6 M |
|
Valpey Financial Services LLC
✚
|
NH | 226.0 M |
|
Polaris Financial Partners LLC
✚
|
OH | 226.0 M |
|
Bullseye Investment Management LLC
✚
|
OH | 226.0 M |
|
Dragus Capital LLC
✚
|
FL | 225.9 M |
|
Evansbrook LLC
✚
|
225.7 M | |
|
Red Mountain Financial Partners LLC
✚
|
CO | 225.6 M |