Sarah Bodach
Mentor Capital Management · Chicago, Illinois
Sarah Bodach is a fee-only financial advisor at Mentor Capital Management in Chicago, Illinois. Sarah 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 7091486 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mentoradvisers.com |
How Sarah'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 Sarah
Is Sarah Bodach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah's firm, Mentor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Bodach based?
Sarah Bodach is based in Chicago, Illinois.
What does Sarah specialize in?
Sarah's specialties include small business owners.
Is Sarah Bodach registered with the SEC?
Yes. Sarah Bodach is registered as an investment adviser representative in IL and TX (CRD 7091486), 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 Sarah Bodach?
Through Sarah'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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