MENTOR CAPITAL MANAGEMENT INC.

Overview

Mentor Capital Management Inc. is an independent registered investment adviser that serves individuals and families, with a business offering that combines accounting background and advisory services. The firm provides financial planning and portfolio management tailored to individuals and small businesses and charges clients using a mix of percentage-of-AUM, hourly, and fixed fees—suggesting flexibility for both ongoing relationships and one-off engagements. Mentor Capital is not structured as a capital allocator, and it does not position itself as an ESG or pension consultant firm; its activity profile is focused on traditional wealth management for private clients. Investment activity is concentrated in pooled public funds and mutual funds rather than direct-stock-heavy strategies. The firm favors broad mutual fund exposure for core allocations and supplements those exposures with income-generating instruments such as annuities and corporate debt. For clients who need alternative exposure, Mentor Capital allocates to real estate through third-party managers, rather than building direct operating platforms in-house.

Assets & Accounts

Investments & Alternatives

Location & Offices