THE MENTZER GROUP, LLC

THE MENTZER GROUP, LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 147644). Regulatory assets under management: $23.6M.

Registration

• CRD: 147644
• Type: Registered investment adviser
• Location: 7632 GLEASON DRIVE, KNOXVILLE, TN, 37919
• Phone: 865-240-2940
• Latest filing: 2026-03-12
• Regulatory AUM: $23.6M
• Non-discretionary AUM: $23.6M
• Clients: 4
• Accounts: 402

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147644 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search