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MENDEL CAPITAL MANAGEMENT, LLC

CRD 311919File 801-120079
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.3M
Below cohort median (national)
Discretionary AUM
$264.3M
Non-discretionary $8.0M
Clients
170
412 accounts
Employees
3
Below cohort median in AR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jan 4, 2021
Principal office
18 CORPORATE HILL DRIVE, SUITE 202, LITTLE ROCK, AR, 72205
Phone
501-225-1405

Assets & accounts

ADV Item 5F
Total regulatory AUM
$272.3M
Discretionary AUM
$264.3M
Non-discretionary AUM
$8.0M
Discretionary accounts
401
Non-discretionary accounts
11
Total accounts
412
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$1.8M
Charitable organizationsFewer than 5$2.5M
High net worth individuals72$192.3M
Pension and profit sharing plans11$48.7M
Individuals (other than high net worth individuals)81$27.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.