Overview
Assets Under Management: $241 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Frequently Asked Questions
MENDEL CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311919), MENDEL CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MENDEL CAPITAL MANAGEMENT, LLC is headquartered in LITTLE ROCK, AR.
MENDEL CAPITAL MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, MENDEL CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MENDEL CAPITAL MANAGEMENT, LLC manages $241 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, MENDEL CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 403
Discretionary Accounts: 20
Non-Discretionary Accounts: 383
Regulatory Filings
CRD Number: 311919
Last Filing Date: 2025-02-25 00:00:00
Website: https://mendelcapital.net