MENDEL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$272M

Discretionary

$264M

97% of AUM

Avg account

$661K

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: LITTLE ROCK, Arkansas
CRD number: 311919
Registered since: January 4, 2021
Website: www.mendelcapitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.61%
Pension & Profit Sharing Plans17.89%
Individuals9.92%
Charitable Organizations0.92%
Corporations / Businesses0.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mendel Capital Management, LLC is an independent registered investment adviser that serves both individual and institutional clients. The firm emphasizes equity-centric portfolios, with a clear preference for exchange-traded equities and ETFs as the primary building blocks. Its services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are flexible: percentage of AUM plus options for hourly and fixed-fee engagements, which allows them to accommodate both ongoing wealth management relationships and project-based advisory work. Investment activity shows a strong ETF tilt for core exposure combined with selective individual equity positions. The firm does not identify as an active ESG investor and operates under individual ownership. Custody and operational workflows appear centralized, supporting discretionary management for the large majority of client assets.