# Mercantile Investment Advisors

Mercantile Investment Advisors is a Bank / Wealth / Trust based in Wichita Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wichita Falls, United States
- **Region:** North America
- **Address:** Wichita Falls, TX, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** mercantileinvestmentadvisors.com
- **LinkedIn:** linkedin.com/company/mercantile-investment-partners-llc

## Regulatory record

- **CRD number:** 165094
- **SEC file number:** 801-77019
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165094

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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