MENTOR CAPITAL MANAGEMENT INC.
SEC RegisteredWe provide OBJECTIVE ADVICE in each and every case.
About the firm
Mentor Capital Management Inc. was founded in response to the growing recognition that the only financial planning professionals who can be truly objective are those who do not sell financial products. The firm has no revenue source other than the fees paid by its clients for financial planning and investment advisory services. With more than $200 million under management, the firm has managed client investments for more than 25 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning (including income tax sheltering strategies, employee benefit plan evaluation, and savings/investment planning), and small-business services including retirement and succession planning.
Who they serve
Individuals with financial goals and concerns, and small-business owners concerned about retirement and succession planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 227 | $201M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 to $500,000 | 1.00% |
| $500,001 to $1 million | 0.75% |
| $1 million or more | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MENTOR CAPITAL MANAGEMENT INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched