Daniel Kaster
Mentor Capital Management · Chicago, Illinois
Daniel Kaster is a fee-only financial advisor at Mentor Capital Management in Chicago, Illinois. Daniel focuses on small business owners. Mentor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Mentor Capital Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $226.4M across 1,248 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 7789900 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mentoradvisers.com |
| Profile |
How Daniel's firm compares
- Mentor Capital Management's average account is about $181,000, from its Form ADV (assets managed divided by 1,248 accounts).
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Questions about Daniel
Is Daniel Kaster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Mentor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Mentor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Kaster based?
Daniel Kaster is based in Chicago, Illinois.
What does Daniel specialize in?
Daniel's specialties include small business owners.
Is Daniel Kaster registered with the SEC?
Yes. Daniel Kaster is registered as an investment adviser representative in IL and TX (CRD 7789900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mentor Capital Management manage?
Mentor Capital Management reports $226.4M across 1,248 accounts in assets under management.
How do I contact Daniel Kaster?
Through Daniel's website, www.mentoradvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mentor Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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