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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 type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.8M |
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 72 | $192.3M |
| Pension and profit sharing plans | 11 | $48.7M |
| Individuals (other than high net worth individuals) | 81 | $27.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

