PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Mercantile Advisors I, LLC

● SEC registered since 2012CRD 165094SEC# 801-77019Wichita Falls, TX
Export (members)
Reg. AUM
$146M
Employees
3
Accounts
71
Location
Wichita Falls, TX

Mercantile Advisors I, LLC assets under management

Mercantile Advisors I, LLC operates as an SEC-registered investment adviser based in Wichita Falls, TX. The firm has been registered since 2012. It reports $146 million in regulatory assets under management and employs 3 people.

Mercantile Advisors I, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gloria Ann Bohannon ControlOwner/CcoOver 75%2018

Frequently asked questions

How much does Mercantile Advisors I, LLC manage?

Mercantile Advisors I, LLC reports $146 million in regulatory assets under management on its Form ADV.

How many employees does Mercantile Advisors I, LLC have?

Mercantile Advisors I, LLC reports 3 employees.

Where is Mercantile Advisors I, LLC located?

Mercantile Advisors I, LLC is based in Wichita Falls, TX and has been SEC-registered since 2012.

Does Mercantile Advisors I, LLC disclose fund performance?

Mercantile Advisors I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address901 Indiana Ave, Suite 450, Wichita Falls, TX 76301
Phone940-723-5565
Office hours8:30 To 4:30
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$146M▲ 12%
Apr '25 — $130.2MMay '25 — $130.2MJun '25 — $130.2MJul '25 — $130.2MAug '25 — $130.2MSep '25 — $130.2MOct '25 — $130.2MNov '25 — $130.2MDec '25 — $130.2MJan '26 — $130.2MFeb '26 — $130.2MMar '26 — $130.2MApr '26 — $146MMay '26 — $146MJun '26 — $146M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$146Mregulatory AUM
Discretionary $146M