Mercantile Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and investment management to individuals, other advisors, and small businesses, and operates a registered commodity trading advisory program. It also offers fixed insurance products and annuities and delivers ongoing consulting, trade monitoring, and discretionary trading authority under limited power of attorney when authorized by clients.
Investment advice is delivered through customized portfolios that can include traditional securities as well as a wide range of alternative and complex instruments — for example, mutual funds, equities, fixed income, ETFs, options, private placements, hedge funds, private equity, venture capital, commodities and futures. The firm supports both IAR‑managed discretionary accounts with internal qualification and oversight of advisors and separate CTA accounts (the Discriminate Proxy Hedge Program) governed by distinct NFA/CFTC disclosure materials and used to hedge assets held elsewhere.
Noteworthy aspects include its NFA/CFTC Commodity Trading Advisor registration and a client‑centric hedging program, plus its licensing as an insurance agency that sells fixed insurance products — features that are uncommon among independent advisory firms. The firm disclosed a material corporate change in May 2026 documenting its domestication to a different state and has added digital‑asset account management in 2025, offering access to private and alternative investments despite a modest asset base and small client roster.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees priced on a fixed basis depending on complexity, range $250 to $2,500
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $750,000: 1.20% $750,000 - $1,000,000: 1.00%
$75 to $150 per hour, negotiable
Account minimum: $25,000 Fee-only: Financial planning fees range from $250 to $2,500, negotiable; Hourly consulting fees range from $75 to $150 per hour, negotiable
Main office
Camp Hill PA
Advisors at this office
1
Most active in
Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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