John Stephen Davis

Employer firm

Mentor Capital Management Inc. CRD 123176

$226M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1992 → Present
  Mentor Capital Management Inc.
  Elmhurst, IL

Previous Registrations

• 1998-01-28 → 2002-12-31
  Mentor Capital Management Inc.
  Elmhurst, IL

Other Businesses

Part owner and treasurer of the non-investment related business Elmhurst Tailgate Inc., 830 N. Addison Ave., Elmhurst, Ill., a dog daycare and boarding concern. Since July 2011. Approximately 15 hours a month performing accounting and payroll functions; 5 of these hours devoted during securities trading hours. Managing member of the non-investment related business Canine Partners LLC, 830 N. Addison Ave., Elmhurst, Ill., a real estate concern. Since July 2011. Approximately 0.25 hours a month performing accounting functions; none of these hours devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-10
• S63 Uniform Securities Agent State Law Examination
  1991-01-04

Designations

• Certified Financial Planner