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| Keyboard |
| Mercantile Advisors I LLC
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|---|---|
| CRD # | 165094 |
| SEC # | 801-77019 |
| CIK # | |
| AUM | 146.0 M (2026-04-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 940-723-5565 |
| Address | 901 Indiana Ave Wichita Falls, TX 76301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 32.9 |
| (b) Individuals (high net worth individuals) | 28 | 109.3 |
| (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 | 3.9 |
| (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 | 71 | 146.0 |
| By Discretionary | ||
| Discretionary | 71 | 146.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71 | 146.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.0 | |
| Total | 71 | 146.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Wealth Advisory Team LLC
✚
|
KY | 147.0 M |
|
Vision Capital Partners
✚
|
MI | 146.6 M |
|
MFG Investments LLC
✚
|
NJ | 146.5 M |
|
Guncheon Financial LLC
✚
|
IA | 146.2 M |
|
Campbell Asset Management LLC
✚
|
TN | 146.0 M |
|
CornerStone Wealth Partners LLC
✚
|
MI | 145.9 M |
|
Capital Management Services Inc
✚
|
MO | 145.2 M |
|
Blue Wealth Inc
✚
|
NC | 145.1 M |
|
Daniel KRUG & Associates Inc
✚
|
MI | 145.1 M |
|
Twin Cities Retirement Group LLC
✚
|
MN | 144.9 M |