Mercantile Advisors, LLC

Overview

Mercantile Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its revenue model includes asset-based fees as well as hourly and fixed-fee arrangements. Mercantile also performs activities outside pure advisory work—acting as a commodity pool operator/commodity trading advisor (CPO/CTA), an insurance broker, and a seller of other financial products—so its practice blends financial planning, investment management, and product distribution. The firm does not identify as an active ESG investor and is not a multi-state adviser per the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives