MERCANTILE INVESTMENT ADVISORS
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
FINTRXOverview
Mercantile Investment Advisors is an SEC-registered investment adviser organized as an LLC and operating since 2012. Ownership is held by an individual, and the firm charges clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional clients. Advisory services disclosed on filings emphasize discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not report acting as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents16%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Contacts
2 of 2GLORIA BOHANNON
Vice PresidentCRD 1938011
Jessica Hatcher
Investment Advisor RepresentativeCRD 7730993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WICHITA FALLS, TX
WICHITA
Location
WICHITA FALLS, TX
Headquartered in WICHITA FALLS, TX, in the South of the United States.
- Region
- South
- County
- WICHITA
- Address
- 901 Indiana Ave
- Time zone
- CT (UTC-6)
- Office locations
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