MENTOR FINANCIAL ADVISORY GROUP, LTD.

MENTOR FINANCIAL ADVISORY GROUP, LTD. is an SEC-registered investment adviser (CRD 115537). Regulatory assets under management: $88.0M.

Registration

• CRD: 115537
• Type: Registered investment adviser
• Phone: 817-849-8911
• Latest filing: 2026-03-31
• Regulatory AUM: $88.0M
• Non-discretionary AUM: $88.0M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search