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Mercantile Investment Advisors
Mercantile Investment Advisors is an SEC-registered investment adviser in Wichita Falls, TX, since 2012. The firm manages $146 million in assets.
Mercantile Investment Advisors
Mercantile Investment Advisors is an SEC-registered investment adviser in Wichita Falls, TX, since 2012. The firm manages $146 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Wichita Falls
Corporate office
Wichita Falls, TX, United States
Frequently asked questions
What type of clients does Mercantile Investment Advisors serve?
Mercantile primarily serves high-net-worth individuals and families in North Texas and the Southern Plains, with wealth often tied to energy, agriculture, and regional industry. It also advises a small number of local institutions and trusts. The firm's model is deeply relationship-based rather than transactional.
How is Mercantile compensated — does it sell proprietary products?
Mercantile is compensated through asset-based advisory fees. It does not manufacture or distribute proprietary investment products. The firm's independence from any broker-dealer or insurance platform aligns its revenue with portfolio outcomes rather than sales volume.
Does Mercantile Investment Advisors have a presence outside of Texas?
No. Mercantile operates from a single office in Wichita Falls, Texas. The physical concentration reinforces the firm's regional investment lens and client base, which is almost exclusively drawn from the surrounding area.
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