Mercantile Investment Advisors

RIASEC RegisteredEst. 2012

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wichita Falls, Texas
CRD number: 165094
Registered since: August 15, 2012
Website: mercantileadvisorsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI74.83%
Individuals22.52%
Charitable Organizations2.65%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Mercantile Investment Advisors is an independent, SEC-registered limited liability company that has operated since 2012. The firm bills itself as a fee-based advisor (percentage of AUM) serving both individual/family and institutional clients. Its advisory services are concentrated on portfolio management for individuals and small businesses as well as for businesses or institutions, and it also publishes periodicals or newsletters. The firm is owner-operated (individual owner), does not identify as an active ESG investor, and is not positioned as a pension consultant or capital allocator.