Daniel Gregory Kaster
Investment adviser representative at Mentor Capital Management Inc.
11 yearsExperience
2 statesRegistered in
$226.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mentor Capital Management Inc.Aug 2023 to now
- Mentor Capital Managment, Inc.Jan 2023 to now
- Sagent ManagementFeb 2015 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mentor Capital Management Inc.
$226.4MAssets managed
227Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7789900
- Firm CRD
- 123176