John Davis
Mentor Capital Management · Chicago, Illinois
John Davis is a fee-only financial advisor at Mentor Capital Management in Chicago, Illinois, who holds the CFP credential. John 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2105704 |
| Exams passed | Series 63 (1991) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mentoradvisers.com |
How John'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 John
Is John Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Mentor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Davis based?
John Davis is based in Chicago, Illinois.
What does John specialize in?
John's specialties include small business owners.
What credentials does John Davis hold?
John Davis holds the CFP credential.
Is John Davis registered with the SEC?
Yes. John Davis is registered as an investment adviser representative in IL (CRD 2105704), 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 John Davis?
Through John'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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