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| Mercantile Advisors I LLC
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| |
|---|---|
| CRD # | 165094 |
| SEC # | 801-77019 |
| CIK # | |
| AUM | $113.7 MM (2024-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 940-723-5565 |
| Address | 901 Indiana Ave Wichita Falls, TX 76301 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 25.1 |
| (b) Individuals (high net worth individuals) | 27 | 84.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 113.7 |
| By Discretionary | ||
| Discretionary | 76 | 113.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 113.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.7 | |
| Total | 76 | 113.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |
|
Opulen Financial Group LLC
✚
|
VA | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
JN Private Wealth Management LLC
✚
|
MD | 0.1 |
|
Econologics Financial Advisors LLC
✚
|
FL | 0.1 |
|
CornerStone Financial Management LLC
✚
|
MA | 0.1 |
|
Montgomery Financial Services LLC
✚
|
MD | 0.1 |
|
Kelly Wealth Management Inc
✚
|
MI | 0.1 |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 0.1 |
|
Anchor Pointe Wealth Management LLC
✚
|
MO | 0.1 |